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Aspiriant LLC’s WisdomTree International Equity Fund DWM Stock Holding History

Aspiriant LLC’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
2016
Q4 		– Sell
-8,275
Closed -$390K – 185
2016
Q3 		$390K Buy
+8,275
New +$384K 0.04% 150

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RJA
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PFM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Aspiriant LLC's DWM Position: Q4 2016 in Review

Aspiriant LLC sold out of WisdomTree International Equity Fund (DWM) in Q4 2016, closing a stake of 8,275 shares — an estimated $390K sold.

Aspiriant LLC first reported a position in DWM in Q3 2016 and held it in 1 quarter. The position peaked at $390K in Q3 2016. 88 funds tracked by Wall St. Rank hold DWM as of Q4 2016.

  • Aspiriant LLC reported no remaining WisdomTree International Equity Fund position as of Q4 2016 after selling out during the quarter.
  • Aspiriant LLC sold 8,275 WisdomTree International Equity Fund shares in Q4 2016, an estimated $390K.
  • Aspiriant LLC first reported a position in WisdomTree International Equity Fund in Q3 2016 and held it in 1 quarter.
  • Aspiriant LLC's WisdomTree International Equity Fund position peaked at $390K in Q3 2016.
  • 88 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2016.

Based on Aspiriant LLC's 13F filing for Q4 2016, filed 10 Feb 2017.