Armbruster Capital Management’s WisdomTree International Equity Fund DWM Stock Holding History

Armbruster Capital Management’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
2017 Q2	–	Sell	-275	Closed	-$14K	–	277
2017 Q1	$14K	Hold	275	–	–	0.01%	200
2016 Q4	$13K	Hold	275	–	–	0.01%	205
2016 Q3	$13K	Hold	275	–	–	0.01%	202
2016 Q2	$12K	Hold	275	–	–	0.01%	206
2016 Q1	$13K	Hold	275	–	–	0.01%	222
2015 Q4	$13K	Buy	+275	New	+$13.1K	0.01%	221

Other funds holding DWM

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

PFM

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

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

SEIA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

BCI

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Armbruster Capital Management's DWM Position: Q2 2017 in Review

Armbruster Capital Management sold out of WisdomTree International Equity Fund (DWM) in Q2 2017, closing a stake of 275 shares — an estimated $14K sold.

Armbruster Capital Management first reported a position in DWM in Q4 2015 and held it in 6 quarters. The position peaked at $14K in Q1 2017. 90 funds tracked by Wall St. Rank hold DWM as of Q2 2017.

Armbruster Capital Management reported no remaining WisdomTree International Equity Fund position as of Q2 2017 after selling out during the quarter.
Armbruster Capital Management sold 275 WisdomTree International Equity Fund shares in Q2 2017, an estimated $14K.
Armbruster Capital Management first reported a position in WisdomTree International Equity Fund in Q4 2015 and held it in 6 quarters.
Armbruster Capital Management's WisdomTree International Equity Fund position peaked at $14K in Q1 2017.
90 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2017.

Based on Armbruster Capital Management's 13F filing for Q2 2017, filed 1 Aug 2017.