BFEC
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Benjamin F. Edwards & Company’s WisdomTree International Equity Fund DWM Stock Holding History

Benjamin F. Edwards & Company’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
2014
Q1 		– Sell
-178
Closed -$10K – 910
2013
Q4 		$10K Buy
178
+146
+456% +$7.74K ﹤0.01% 647
2013
Q3 		$2K Hold
32
– – ﹤0.01% 769
2013
Q2 		$1K Buy
+32
New +$1.56K ﹤0.01% 760

Other funds holding DWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.19B AUM 18.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Benjamin F. Edwards & Company's DWM Position: Q1 2014 in Review

Benjamin F. Edwards & Company sold out of WisdomTree International Equity Fund (DWM) in Q1 2014, closing a stake of 178 shares — an estimated $10K sold.

Benjamin F. Edwards & Company first reported a position in DWM in Q2 2013 and held it in 3 quarters. The position peaked at $10K in Q4 2013. 55 funds tracked by Wall St. Rank hold DWM as of Q1 2014.

  • Benjamin F. Edwards & Company reported no remaining WisdomTree International Equity Fund position as of Q1 2014 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 178 WisdomTree International Equity Fund shares in Q1 2014, an estimated $10K.
  • Benjamin F. Edwards & Company first reported a position in WisdomTree International Equity Fund in Q2 2013 and held it in 3 quarters.
  • Benjamin F. Edwards & Company's WisdomTree International Equity Fund position peaked at $10K in Q4 2013.
  • 55 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2014.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2014, filed 14 Apr 2014.