Woodmont Investment Counsel’s WisdomTree International Equity Fund DWM Stock Holding History

Woodmont Investment Counsel’s Portfolio DWM Stock Details DWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-4,869	Closed	-$257K	–	160
2018 Q2	$257K	Sell	4,869 -205	-4%	-$11.3K	0.07%	149
2018 Q1	$278K	Sell	5,074 -205	-4%	-$11.6K	0.08%	153
2017 Q4	$294K	Sell	5,279 -105	-2%	-$5.78K	0.08%	162
2017 Q3	$293K	Buy	5,384 +264	+5%	+$14.1K	0.08%	156
2017 Q2	$266K	Sell	5,120 -52,566	-91%	-$2.71M	0.08%	158
2017 Q1	$2.68M	Hold	57,686	–	–	0.78%	38
2016 Q4	$2.68M	Sell	57,686 -1,125	-2%	-$51.9K	0.77%	38
2016 Q3	$2.77M	Sell	58,811 -2,600	-4%	-$121K	0.79%	38
2016 Q2	$2.75M	Sell	61,411 -820	-1%	-$37.7K	0.82%	35
2016 Q1	$2.85M	Sell	62,231 -2,150	-3%	-$94.9K	0.86%	33
2015 Q4	$3M	Buy	64,381 +3,270	+5%	+$156K	0.88%	32
2015 Q3	$2.78M	Buy	+61,111	New	+$3.01M	0.85%	33

Other funds holding DWM

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Woodmont Investment Counsel's DWM Position: Q3 2018 in Review

Woodmont Investment Counsel sold out of WisdomTree International Equity Fund (DWM) in Q3 2018, closing a stake of 4,869 shares — an estimated $257K sold.

Woodmont Investment Counsel first reported a position in DWM in Q3 2015 and held it in 12 quarters. The position peaked at $3M in Q4 2015. 118 funds tracked by Wall St. Rank hold DWM as of Q3 2018.

Woodmont Investment Counsel reported no remaining WisdomTree International Equity Fund position as of Q3 2018 after selling out during the quarter.
Woodmont Investment Counsel sold 4,869 WisdomTree International Equity Fund shares in Q3 2018, an estimated $257K.
Woodmont Investment Counsel first reported a position in WisdomTree International Equity Fund in Q3 2015 and held it in 12 quarters.
Woodmont Investment Counsel's WisdomTree International Equity Fund position peaked at $3M in Q4 2015.
118 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2018.

Based on Woodmont Investment Counsel's 13F filing for Q3 2018, filed 13 Nov 2018.