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Sequoia Financial Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

Sequoia Financial 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
-3,748
Closed -$210K – 167
2014
Q2 		$210K Hold
3,748
– – 0.16% 146
2014
Q1 		$205K Hold
3,748
– – 0.17% 149
2013
Q4 		$204K Buy
+3,748
New +$199K 0.17% 139

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

Sequoia Financial Advisors's DWM Position: Q3 2014 in Review

Sequoia Financial Advisors sold out of WisdomTree International Equity Fund (DWM) in Q3 2014, closing a stake of 3,748 shares — an estimated $210K sold.

Sequoia Financial Advisors first reported a position in DWM in Q4 2013 and held it in 3 quarters. The position peaked at $210K in Q2 2014. 59 funds tracked by Wall St. Rank hold DWM as of Q3 2014.

  • Sequoia Financial Advisors reported no remaining WisdomTree International Equity Fund position as of Q3 2014 after selling out during the quarter.
  • Sequoia Financial Advisors sold 3,748 WisdomTree International Equity Fund shares in Q3 2014, an estimated $210K.
  • Sequoia Financial Advisors first reported a position in WisdomTree International Equity Fund in Q4 2013 and held it in 3 quarters.
  • Sequoia Financial Advisors's WisdomTree International Equity Fund position peaked at $210K in Q2 2014.
  • 59 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2014.

Based on Sequoia Financial Advisors's 13F filing for Q3 2014, filed 29 Oct 2014.