Baird’s WisdomTree True Developed International Fund DOL Stock Holding History

Baird’s Portfolio DOL Stock Details DOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$2.3M	Buy	47,215 +700	+2%	+$33.9K	0.02%	513
2014 Q4	$2.17M	Hold	46,515	–	–	0.02%	530
2014 Q3	$2.32M	Buy	46,515 +467	+1%	+$24.4K	0.03%	432
2014 Q2	$2.46M	Sell	46,048 -901	-2%	-$48.1K	0.03%	426
2014 Q1	$2.44M	Sell	46,949 -480	-1%	-$24.6K	0.04%	428
2013 Q4	$2.46M	Sell	47,429 -3,893	-8%	-$197K	0.04%	411
2013 Q3	$2.53M	Sell	51,322 -10,861	-17%	-$514K	0.05%	391
2013 Q2	$2.74M	Buy	+62,183	New	+$2.91M	0.05%	359

Other funds holding DOL

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

FBNAT

FirstMerit Bank N.A. Trustee Akron, Ohio $1.24B AUM 5.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Baird's DOL Position: Q1 2015 in Review

Baird increased its WisdomTree True Developed International Fund (DOL) stake by 1.5% in Q1 2015, buying an estimated $33.9K and bringing the position to 47,215 shares worth $2.3M. The position accounts for 0.02% of the portfolio, ranked #513.

Baird first reported a position in DOL in Q2 2013 and has held it in 8 quarters since. The position peaked at $2.74M in Q2 2013. 59 funds tracked by Wall St. Rank hold DOL as of Q1 2015.

Baird held 47,215 shares of WisdomTree True Developed International Fund worth $2.3M as of Q1 2015.
Baird bought 700 WisdomTree True Developed International Fund shares in Q1 2015, an estimated $33.9K.
WisdomTree True Developed International Fund made up 0.02% of Baird's portfolio in Q1 2015, its #513 holding.
Baird first reported a position in WisdomTree True Developed International Fund in Q2 2013 and has held it in 8 quarters since.
Baird's WisdomTree True Developed International Fund position peaked at $2.74M in Q2 2013.
59 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.