Investors Capital Advisory Services’s WisdomTree International Equity Fund DWM Stock Holding History

Investors Capital Advisory Services’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
2016 Q2	$1.39M	Buy	31,102 +5,421	+21%	+$249K	0.27%	89
2016 Q1	$1.18M	Sell	25,681 -3,180	-11%	-$140K	0.23%	119
2015 Q4	$1.34M	Buy	28,861 +2,515	+10%	+$120K	0.26%	89
2015 Q3	$1.2M	Buy	+26,346	New	+$1.3M	0.24%	108

Other funds holding DWM

Morgan Stanley New York $1.66T AUM 25.57% 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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PFM

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Investors Capital Advisory Services's DWM Position: Q2 2016 in Review

Investors Capital Advisory Services increased its WisdomTree International Equity Fund (DWM) stake by 21% in Q2 2016, buying an estimated $249K and bringing the position to 31,102 shares worth $1.39M. The position accounts for 0.27% of the portfolio, ranked #89.

Investors Capital Advisory Services first reported a position in DWM in Q3 2015 and has held it in 4 quarters since. 84 funds tracked by Wall St. Rank hold DWM as of Q2 2016.

Investors Capital Advisory Services held 31,102 shares of WisdomTree International Equity Fund worth $1.39M as of Q2 2016.
Investors Capital Advisory Services bought 5,421 WisdomTree International Equity Fund shares in Q2 2016, an estimated $249K.
WisdomTree International Equity Fund made up 0.27% of Investors Capital Advisory Services's portfolio in Q2 2016, its #89 holding.
Investors Capital Advisory Services first reported a position in WisdomTree International Equity Fund in Q3 2015 and has held it in 4 quarters since.
84 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.