TD Ameritrade Investment Management’s WisdomTree International Equity Fund DWM Stock Holding History

TD Ameritrade Investment 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
2014 Q2	–	Sell	-184,832	Closed	-$10.1M	–	88
2014 Q1	$10.1M	Sell	184,832 -2,414	-1%	-$130K	0.28%	37
2013 Q4	$10.2M	Sell	187,246 -3,111	-2%	-$165K	0.31%	36
2013 Q3	$9.84M	Buy	190,357 +10,640	+6%	+$526K	0.33%	34
2013 Q2	$8.27M	Buy	+179,717	New	+$8.78M	0.31%	33

Other funds holding DWM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

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

Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return

TD Ameritrade Investment Management's DWM Position: Q2 2014 in Review

TD Ameritrade Investment Management sold out of WisdomTree International Equity Fund (DWM) in Q2 2014, closing a stake of 184,832 shares — an estimated $10.1M sold.

TD Ameritrade Investment Management first reported a position in DWM in Q2 2013 and held it in 4 quarters. The position peaked at $10.2M in Q4 2013. 58 funds tracked by Wall St. Rank hold DWM as of Q2 2014.

TD Ameritrade Investment Management reported no remaining WisdomTree International Equity Fund position as of Q2 2014 after selling out during the quarter.
TD Ameritrade Investment Management sold 184,832 WisdomTree International Equity Fund shares in Q2 2014, an estimated $10.1M.
TD Ameritrade Investment Management first reported a position in WisdomTree International Equity Fund in Q2 2013 and held it in 4 quarters.
TD Ameritrade Investment Management's WisdomTree International Equity Fund position peaked at $10.2M in Q4 2013.
58 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2014.

Based on TD Ameritrade Investment Management's 13F filing for Q2 2014, filed 13 Aug 2014.