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World Equity Group’s Dynatrace DT Stock Holding History

World Equity Group’s Portfolio DT Stock Details DT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,826
Closed -$234K – 342
2025
Q3 		$234K Buy
+4,826
New +$244K 0.05% 315
2023
Q2 		– Sell
-12,741
Closed -$114K – 373
2023
Q1 		$114K Buy
+12,741
New +$516K 0.02% 495

Other funds holding DT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

World Equity Group's DT Position: Q4 2025 in Review

World Equity Group sold out of Dynatrace (DT) in Q4 2025, closing a stake of 4,826 shares — an estimated $234K sold.

World Equity Group first reported a position in DT in Q1 2023 and held it in 2 quarters. The position peaked at $234K in Q3 2025. 663 funds tracked by Wall St. Rank hold DT as of Q4 2025.

  • World Equity Group reported no remaining Dynatrace position as of Q4 2025 after selling out during the quarter.
  • World Equity Group sold 4,826 Dynatrace shares in Q4 2025, an estimated $234K.
  • World Equity Group first reported a position in Dynatrace in Q1 2023 and held it in 2 quarters.
  • World Equity Group's Dynatrace position peaked at $234K in Q3 2025.
  • 663 funds tracked by Wall St. Rank held Dynatrace as of Q4 2025.

Based on World Equity Group's 13F filing for Q4 2025, filed 12 Jan 2026.