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Gradient Investments’s WisdomTree International Equity Fund DWM Stock Holding History

Gradient Investments’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
-23
Closed -$1K – 497
2014
Q2 		$1K Hold
23
– – ﹤0.01% 458
2014
Q1 		$1K Sell
23
-170
-88% -$9.14K ﹤0.01% 476
2013
Q4 		$11K Buy
193
+158
+451% +$8.38K ﹤0.01% 376
2013
Q3 		$2K Sell
35
-767
-96% -$37.9K ﹤0.01% 400
2013
Q2 		$37K Buy
+802
New +$39.2K 0.01% 191

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
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 $38.8B AUM 21.88% 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

Gradient Investments's DWM Position: Q3 2014 in Review

Gradient Investments sold out of WisdomTree International Equity Fund (DWM) in Q3 2014, closing a stake of 23 shares — an estimated $1K sold.

Gradient Investments first reported a position in DWM in Q2 2013 and held it in 5 quarters. The position peaked at $37K in Q2 2013. 59 funds tracked by Wall St. Rank hold DWM as of Q3 2014.

  • Gradient Investments reported no remaining WisdomTree International Equity Fund position as of Q3 2014 after selling out during the quarter.
  • Gradient Investments sold 23 WisdomTree International Equity Fund shares in Q3 2014, an estimated $1K.
  • Gradient Investments first reported a position in WisdomTree International Equity Fund in Q2 2013 and held it in 5 quarters.
  • Gradient Investments's WisdomTree International Equity Fund position peaked at $37K in Q2 2013.
  • 59 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2014.

Based on Gradient Investments's 13F filing for Q3 2014, filed 14 Oct 2014.