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MCF Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

MCF 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
2013
Q4 		– Sell
-115
Closed -$6K – 405
2013
Q3 		$6K Buy
+115
New +$5.69K ﹤0.01% 311

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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 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

MCF Advisors's DWM Position: Q4 2013 in Review

MCF Advisors sold out of WisdomTree International Equity Fund (DWM) in Q4 2013, closing a stake of 115 shares — an estimated $6K sold.

MCF Advisors first reported a position in DWM in Q3 2013 and held it in 1 quarter. The position peaked at $6K in Q3 2013. 58 funds tracked by Wall St. Rank hold DWM as of Q4 2013.

  • MCF Advisors reported no remaining WisdomTree International Equity Fund position as of Q4 2013 after selling out during the quarter.
  • MCF Advisors sold 115 WisdomTree International Equity Fund shares in Q4 2013, an estimated $6K.
  • MCF Advisors first reported a position in WisdomTree International Equity Fund in Q3 2013 and held it in 1 quarter.
  • MCF Advisors's WisdomTree International Equity Fund position peaked at $6K in Q3 2013.
  • 58 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2013.

Based on MCF Advisors's 13F filing for Q4 2013, filed 28 Oct 2014.