Karp Capital Management’s WisdomTree International Equity Fund DWM Stock Holding History

Karp Capital Management’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 Q3	–	Sell	-247	Closed	-$13K	–	360
2015 Q2	$13K	Buy	+247	New	+$13.2K	0.01%	277

Other funds holding DWM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

HCM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PFM

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

Karp Capital Management's DWM Position: Q3 2015 in Review

Karp Capital Management sold out of WisdomTree International Equity Fund (DWM) in Q3 2015, closing a stake of 247 shares — an estimated $13K sold.

Karp Capital Management first reported a position in DWM in Q2 2015 and held it in 1 quarter. The position peaked at $13K in Q2 2015. 77 funds tracked by Wall St. Rank hold DWM as of Q3 2015.

Karp Capital Management reported no remaining WisdomTree International Equity Fund position as of Q3 2015 after selling out during the quarter.
Karp Capital Management sold 247 WisdomTree International Equity Fund shares in Q3 2015, an estimated $13K.
Karp Capital Management first reported a position in WisdomTree International Equity Fund in Q2 2015 and held it in 1 quarter.
Karp Capital Management's WisdomTree International Equity Fund position peaked at $13K in Q2 2015.
77 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2015.

Based on Karp Capital Management's 13F filing for Q3 2015, filed 3 Nov 2015.