Stonehearth Capital Management
DWM icon

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

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Bank of America
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Signature Estate & Investment Advisors
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Hengehold Capital Management
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Veritable
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Moller Wealth Partners
Moller Wealth Partners $545M AUM 11.15% 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.