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Drexel Morgan & Co’s WisdomTree International Equity Fund DWM Stock Holding History

Drexel Morgan & Co’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
Q3 		– Sell
-3,575
Closed -$200K – 88
2014
Q2 		$200K Buy
+3,575
New +$200K 0.24% 85
2013
Q3 		– Sell
-9,445
Closed -$435K – 91
2013
Q2 		$435K Buy
+9,445
New +$461K 0.72% 40

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 $1.32B AUM 24.29% 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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Drexel Morgan & Co's DWM Position: Q3 2014 in Review

Drexel Morgan & Co sold out of WisdomTree International Equity Fund (DWM) in Q3 2014, closing a stake of 3,575 shares — an estimated $200K sold.

Drexel Morgan & Co first reported a position in DWM in Q2 2013 and held it in 2 quarters. The position peaked at $435K in Q2 2013. 59 funds tracked by Wall St. Rank hold DWM as of Q3 2014.

  • Drexel Morgan & Co reported no remaining WisdomTree International Equity Fund position as of Q3 2014 after selling out during the quarter.
  • Drexel Morgan & Co sold 3,575 WisdomTree International Equity Fund shares in Q3 2014, an estimated $200K.
  • Drexel Morgan & Co first reported a position in WisdomTree International Equity Fund in Q2 2013 and held it in 2 quarters.
  • Drexel Morgan & Co's WisdomTree International Equity Fund position peaked at $435K in Q2 2013.
  • 59 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2014.

Based on Drexel Morgan & Co's 13F filing for Q3 2014, filed 14 Nov 2014.