Genesis Wealth Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

Genesis Wealth Advisors’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
2015 Q2	$346K	Buy	6,776 +29	+0.4%	+$1.55K	0.28%	34
2015 Q1	$352K	Sell	6,747 -2,068	-23%	-$106K	0.29%	37
2014 Q4	$468K	Buy	+8,815	New	+$448K	0.37%	34

Other funds holding DWM

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

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

Genesis Wealth Advisors's DWM Position: Q2 2015 in Review

Genesis Wealth Advisors increased its WisdomTree International Equity Fund (DWM) stake by 0.43% in Q2 2015, buying an estimated $1.55K and bringing the position to 6,776 shares worth $346K. The position accounts for 0.28% of the portfolio, ranked #34.

Genesis Wealth Advisors first reported a position in DWM in Q4 2014 and has held it in 3 quarters since. The position peaked at $468K in Q4 2014. 71 funds tracked by Wall St. Rank hold DWM as of Q2 2015.

Genesis Wealth Advisors held 6,776 shares of WisdomTree International Equity Fund worth $346K as of Q2 2015.
Genesis Wealth Advisors bought 29 WisdomTree International Equity Fund shares in Q2 2015, an estimated $1.55K.
WisdomTree International Equity Fund made up 0.28% of Genesis Wealth Advisors's portfolio in Q2 2015, its #34 holding.
Genesis Wealth Advisors first reported a position in WisdomTree International Equity Fund in Q4 2014 and has held it in 3 quarters since.
Genesis Wealth Advisors's WisdomTree International Equity Fund position peaked at $468K in Q4 2014.
71 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.