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Placemark Investments’s WisdomTree International Equity Fund DWM Stock Holding History

Placemark Investments’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
Q4 		$4.33M Buy
87,245
+3,330
+4% +$169K 0.08% 328
2014
Q3 		$4.39M Buy
83,915
+1,356
+2% +$74.4K 0.08% 301
2014
Q2 		$4.62M Buy
82,559
+9,335
+13% +$521K 0.08% 293
2014
Q1 		$4M Buy
+73,224
New +$3.94M 0.08% 303

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 $1.32B AUM 24.29% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $43.3B AUM 29.3% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
CIS
Connors Investor Services Wyomissing, Pennsylvania $1.08B AUM 31.31% 1-Year Est. Return

Placemark Investments's DWM Position: Q4 2014 in Review

Placemark Investments increased its WisdomTree International Equity Fund (DWM) stake by 4% in Q4 2014, buying an estimated $169K and bringing the position to 87,245 shares worth $4.33M. The position accounts for 0.08% of the portfolio, ranked #328.

Placemark Investments first reported a position in DWM in Q1 2014 and has held it in 4 quarters since. The position peaked at $4.62M in Q2 2014. 64 funds tracked by Wall St. Rank hold DWM as of Q4 2014.

  • Placemark Investments held 87,245 shares of WisdomTree International Equity Fund worth $4.33M as of Q4 2014.
  • Placemark Investments bought 3,330 WisdomTree International Equity Fund shares in Q4 2014, an estimated $169K.
  • WisdomTree International Equity Fund made up 0.08% of Placemark Investments's portfolio in Q4 2014, its #328 holding.
  • Placemark Investments first reported a position in WisdomTree International Equity Fund in Q1 2014 and has held it in 4 quarters since.
  • Placemark Investments's WisdomTree International Equity Fund position peaked at $4.62M in Q2 2014.
  • 64 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.