MAA
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Managed Account Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

Managed Account 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 		$295K Buy
5,775
+961
+20% +$51.5K ﹤0.01% 2404
2015
Q1 		$249K Buy
+4,814
New +$247K ﹤0.01% 2387

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
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Envestnet Asset Management
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

Managed Account Advisors's DWM Position: Q2 2015 in Review

Managed Account Advisors increased its WisdomTree International Equity Fund (DWM) stake by 20% in Q2 2015, buying an estimated $51.5K and bringing the position to 5,775 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #2404.

Managed Account Advisors first reported a position in DWM in Q1 2015 and has held it in 2 quarters since. 71 funds tracked by Wall St. Rank hold DWM as of Q2 2015.

  • Managed Account Advisors held 5,775 shares of WisdomTree International Equity Fund worth $295K as of Q2 2015.
  • Managed Account Advisors bought 961 WisdomTree International Equity Fund shares in Q2 2015, an estimated $51.5K.
  • WisdomTree International Equity Fund made up ﹤0.01% of Managed Account Advisors's portfolio in Q2 2015, its #2404 holding.
  • Managed Account Advisors first reported a position in WisdomTree International Equity Fund in Q1 2015 and has held it in 2 quarters since.
  • 71 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2015.

Based on Managed Account Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.