San Francisco Sentry Investment Group’s WisdomTree International Equity Fund DWM Stock Holding History

San Francisco Sentry Investment Group’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	-712	Closed	-$40K	–	623
2014 Q2	$40K	Sell	712 -295	-29%	-$16.5K	0.02%	346
2014 Q1	$55K	Hold	1,007	–	–	0.02%	344
2013 Q4	$55K	Hold	1,007	–	–	0.02%	314
2013 Q3	$52K	Hold	1,007	–	–	0.02%	302
2013 Q2	$46K	Buy	+1,007	New	+$49.2K	0.02%	313

Other funds holding DWM

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

San Francisco Sentry Investment Group's DWM Position: Q3 2014 in Review

San Francisco Sentry Investment Group sold out of WisdomTree International Equity Fund (DWM) in Q3 2014, closing a stake of 712 shares — an estimated $40K sold.

San Francisco Sentry Investment Group first reported a position in DWM in Q2 2013 and held it in 5 quarters. The position peaked at $55K in Q1 2014. 59 funds tracked by Wall St. Rank hold DWM as of Q3 2014.

San Francisco Sentry Investment Group reported no remaining WisdomTree International Equity Fund position as of Q3 2014 after selling out during the quarter.
San Francisco Sentry Investment Group sold 712 WisdomTree International Equity Fund shares in Q3 2014, an estimated $40K.
San Francisco Sentry Investment Group first reported a position in WisdomTree International Equity Fund in Q2 2013 and held it in 5 quarters.
San Francisco Sentry Investment Group's WisdomTree International Equity Fund position peaked at $55K in Q1 2014.
59 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2014.

Based on San Francisco Sentry Investment Group's 13F filing for Q3 2014, filed 20 Oct 2014.