Natixis Advisors
DWM icon

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

Natixis 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
2014
Q3 		– Sell
-3,880
Closed -$217K – 1059
2014
Q2 		$217K Buy
3,880
+113
+3% +$6.31K ﹤0.01% 1265
2014
Q1 		$206K Sell
3,767
-228
-6% -$12.3K ﹤0.01% 1195
2013
Q4 		$218K Sell
3,995
-263
-6% -$13.9K ﹤0.01% 1102
2013
Q3 		$220K Buy
+4,258
New +$211K ﹤0.01% 1057

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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 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
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Natixis Advisors's DWM Position: Q3 2014 in Review

Natixis Advisors sold out of WisdomTree International Equity Fund (DWM) in Q3 2014, closing a stake of 3,880 shares — an estimated $217K sold.

Natixis Advisors first reported a position in DWM in Q3 2013 and held it in 4 quarters. The position peaked at $220K in Q3 2013. 59 funds tracked by Wall St. Rank hold DWM as of Q3 2014.

  • Natixis Advisors reported no remaining WisdomTree International Equity Fund position as of Q3 2014 after selling out during the quarter.
  • Natixis Advisors sold 3,880 WisdomTree International Equity Fund shares in Q3 2014, an estimated $217K.
  • Natixis Advisors first reported a position in WisdomTree International Equity Fund in Q3 2013 and held it in 4 quarters.
  • Natixis Advisors's WisdomTree International Equity Fund position peaked at $220K in Q3 2013.
  • 59 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2014.

Based on Natixis Advisors's 13F filing for Q3 2014, filed 3 Nov 2014.