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Strategic Capital Alternatives’s WisdomTree International Equity Fund DWM Stock Holding History

Strategic Capital Alternatives’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
Q3 		$23K Buy
+500
New +$24.7K ﹤0.01% 237

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
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 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
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

Strategic Capital Alternatives's DWM Position: Q3 2015 in Review

Strategic Capital Alternatives opened a new position in WisdomTree International Equity Fund (DWM) in Q3 2015: 500 shares worth $23K. The stake represents ﹤0.01% of the portfolio and ranks #237 among its holdings.

77 funds tracked by Wall St. Rank hold DWM as of Q3 2015.

  • Strategic Capital Alternatives held 500 shares of WisdomTree International Equity Fund worth $23K as of Q3 2015.
  • WisdomTree International Equity Fund was a new Strategic Capital Alternatives position in Q3 2015.
  • WisdomTree International Equity Fund made up ﹤0.01% of Strategic Capital Alternatives's portfolio in Q3 2015, its #237 holding.
  • 77 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2015.

Based on Strategic Capital Alternatives's 13F filing for Q3 2015, filed 16 Nov 2015.