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Sensible Financial Planning & Management’s WisdomTree International Equity Fund DWM Stock Holding History

Sensible Financial Planning & Management’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
2015
Q1 		– Sell
-381
Closed -$19K – 35
2014
Q4 		$19K Hold
381
– – 0.02% 50
2014
Q3 		$20K Buy
+381
New +$20.9K 0.02% 46

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
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 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 $38.8B AUM 21.88% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Sensible Financial Planning & Management's DWM Position: Q1 2015 in Review

Sensible Financial Planning & Management sold out of WisdomTree International Equity Fund (DWM) in Q1 2015, closing a stake of 381 shares — an estimated $19K sold.

Sensible Financial Planning & Management first reported a position in DWM in Q3 2014 and held it in 2 quarters. The position peaked at $20K in Q3 2014. 67 funds tracked by Wall St. Rank hold DWM as of Q1 2015.

  • Sensible Financial Planning & Management reported no remaining WisdomTree International Equity Fund position as of Q1 2015 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 381 WisdomTree International Equity Fund shares in Q1 2015, an estimated $19K.
  • Sensible Financial Planning & Management first reported a position in WisdomTree International Equity Fund in Q3 2014 and held it in 2 quarters.
  • Sensible Financial Planning & Management's WisdomTree International Equity Fund position peaked at $20K in Q3 2014.
  • 67 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2015.

Based on Sensible Financial Planning & Management's 13F filing for Q1 2015, filed 14 May 2015.