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Morningstar Investment Services’s WisdomTree International Equity Fund DWM Stock Holding History

Morningstar Investment 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
2014
Q1 		– Sell
-30,891
Closed -$1.68M – 206
2013
Q4 		$1.68M Buy
30,891
+6,263
+25% +$332K 0.13% 129
2013
Q3 		$1.28M Buy
24,628
+6,209
+34% +$307K 0.11% 137
2013
Q2 		$848K Buy
+18,419
New +$900K 0.09% 144

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
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Morningstar Investment Services's DWM Position: Q1 2014 in Review

Morningstar Investment Services sold out of WisdomTree International Equity Fund (DWM) in Q1 2014, closing a stake of 30,891 shares — an estimated $1.68M sold.

Morningstar Investment Services first reported a position in DWM in Q2 2013 and held it in 3 quarters. The position peaked at $1.68M in Q4 2013. 55 funds tracked by Wall St. Rank hold DWM as of Q1 2014.

  • Morningstar Investment Services reported no remaining WisdomTree International Equity Fund position as of Q1 2014 after selling out during the quarter.
  • Morningstar Investment Services sold 30,891 WisdomTree International Equity Fund shares in Q1 2014, an estimated $1.68M.
  • Morningstar Investment Services first reported a position in WisdomTree International Equity Fund in Q2 2013 and held it in 3 quarters.
  • Morningstar Investment Services's WisdomTree International Equity Fund position peaked at $1.68M in Q4 2013.
  • 55 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2014.

Based on Morningstar Investment Services's 13F filing for Q1 2014, filed 14 May 2014.