Mariner Wealth Advisors (NYC)’s WisdomTree International Equity Fund DWM Stock Holding History

Mariner Wealth Advisors (NYC)’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 Q1	$143K	Buy	+2,765	New	+$142K	0.07%	80

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s DWM Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in WisdomTree International Equity Fund (DWM) in Q1 2015: 2,765 shares worth $143K. The stake represents 0.07% of the portfolio and ranks #80 among its holdings.

67 funds tracked by Wall St. Rank hold DWM as of Q1 2015.

Mariner Wealth Advisors (NYC) held 2,765 shares of WisdomTree International Equity Fund worth $143K as of Q1 2015.
WisdomTree International Equity Fund was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
WisdomTree International Equity Fund made up 0.07% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #80 holding.
67 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.