EI
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Excelsia Inc’s WisdomTree International Equity Fund DWM Stock Holding History

Excelsia Inc’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
Q4 		– Sell
-39,396
Closed -$2.06M – 32
2014
Q3 		$2.06M Buy
+39,396
New +$2.16M 3.4% 5

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Excelsia Inc's DWM Position: Q4 2014 in Review

Excelsia Inc sold out of WisdomTree International Equity Fund (DWM) in Q4 2014, closing a stake of 39,396 shares — an estimated $2.06M sold.

Excelsia Inc first reported a position in DWM in Q3 2014 and held it in 1 quarter. The position peaked at $2.06M in Q3 2014. 64 funds tracked by Wall St. Rank hold DWM as of Q4 2014.

  • Excelsia Inc reported no remaining WisdomTree International Equity Fund position as of Q4 2014 after selling out during the quarter.
  • Excelsia Inc sold 39,396 WisdomTree International Equity Fund shares in Q4 2014, an estimated $2.06M.
  • Excelsia Inc first reported a position in WisdomTree International Equity Fund in Q3 2014 and held it in 1 quarter.
  • Excelsia Inc's WisdomTree International Equity Fund position peaked at $2.06M in Q3 2014.
  • 64 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2014.

Based on Excelsia Inc's 13F filing for Q4 2014, filed 20 Jan 2015.