Heritage Wealth Management Inc. Increases Position in Davis Select Worldwide ETF (BATS:DWLD)

Heritage Wealth Management Inc. increased its stake in shares of Davis Select Worldwide ETF (BATS:DWLD) by 4.6% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 20,570 shares of the company’s stock after buying an additional 900 shares during the quarter. Heritage Wealth Management Inc.’s holdings in Davis Select Worldwide ETF were worth $780,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. Silver Oak Securities Incorporated acquired a new position in shares of Davis Select Worldwide ETF in the third quarter valued at approximately $590,000. Confluence Wealth Services Inc. raised its position in Davis Select Worldwide ETF by 76.6% during the 2nd quarter. Confluence Wealth Services Inc. now owns 13,420 shares of the company’s stock worth $448,000 after buying an additional 5,822 shares during the last quarter. Cetera Investment Advisers lifted its stake in shares of Davis Select Worldwide ETF by 19.5% in the 2nd quarter. Cetera Investment Advisers now owns 34,204 shares of the company’s stock worth $1,141,000 after acquiring an additional 5,592 shares during the period. Raymond James & Associates boosted its holdings in shares of Davis Select Worldwide ETF by 4.0% in the second quarter. Raymond James & Associates now owns 53,584 shares of the company’s stock valued at $1,787,000 after acquiring an additional 2,039 shares in the last quarter. Finally, Macroview Investment Management LLC acquired a new position in shares of Davis Select Worldwide ETF during the second quarter worth about $64,000.

Davis Select Worldwide ETF Trading Up 2.1 %

BATS DWLD traded up $0.82 on Friday, hitting $39.73. 5,525 shares of the company’s stock were exchanged. The stock has a market cap of $367.46 million, a price-to-earnings ratio of 14.94 and a beta of 1.12. The firm has a fifty day moving average price of $36.92 and a 200-day moving average price of $34.78.

Davis Select Worldwide ETF Company Profile

The Davis Select Worldwide ETF (DWLD) is an exchange-traded fund that is based on the MSCI AWCI index. The fund is an actively-managed portfolio of global equities. The fund seeks long-term capital growth. DWLD was launched on Jan 11, 2017 and is managed by Davis.