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Stonehearth Capital Management’s WisdomTree International Equity Fund DWM Stock Holding History

Stonehearth Capital 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
-8,932
Closed -$443K – 37
2014
Q4 		$443K Buy
+8,932
New +$454K 0.33% 31

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

Stonehearth Capital Management's DWM Position: Q1 2015 in Review

Stonehearth Capital Management sold out of WisdomTree International Equity Fund (DWM) in Q1 2015, closing a stake of 8,932 shares — an estimated $443K sold.

Stonehearth Capital Management first reported a position in DWM in Q4 2014 and held it in 1 quarter. The position peaked at $443K in Q4 2014. 67 funds tracked by Wall St. Rank hold DWM as of Q1 2015.

  • Stonehearth Capital Management reported no remaining WisdomTree International Equity Fund position as of Q1 2015 after selling out during the quarter.
  • Stonehearth Capital Management sold 8,932 WisdomTree International Equity Fund shares in Q1 2015, an estimated $443K.
  • Stonehearth Capital Management first reported a position in WisdomTree International Equity Fund in Q4 2014 and held it in 1 quarter.
  • Stonehearth Capital Management's WisdomTree International Equity Fund position peaked at $443K in Q4 2014.
  • 67 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2015.

Based on Stonehearth Capital Management's 13F filing for Q1 2015, filed 6 May 2015.