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Tower Trust’s WisdomTree International Equity Fund DWM Stock Holding History

Tower Trust’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
Q1 		$904K Sell
16,520
-1,910
-10% -$103K 0.57% 47
2013
Q4 		$1M Sell
18,430
-1,448
-7% -$76.8K 0.61% 52
2013
Q3 		$1.03M Buy
19,878
+1,043
+6% +$51.6K 0.69% 47
2013
Q2 		$866K Buy
+18,835
New +$920K 0.62% 54

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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Tower Trust's DWM Position: Q1 2014 in Review

Tower Trust reduced its WisdomTree International Equity Fund (DWM) stake by 10% in Q1 2014, selling an estimated $103K and leaving 16,520 shares worth $904K. The position accounts for 0.57% of the portfolio, ranked #47.

Tower Trust first reported a position in DWM in Q2 2013 and has held it in 4 quarters since. The position peaked at $1.03M in Q3 2013. 55 funds tracked by Wall St. Rank hold DWM as of Q1 2014.

  • Tower Trust held 16,520 shares of WisdomTree International Equity Fund worth $904K as of Q1 2014.
  • Tower Trust sold 1,910 WisdomTree International Equity Fund shares in Q1 2014, an estimated $103K.
  • WisdomTree International Equity Fund made up 0.57% of Tower Trust's portfolio in Q1 2014, its #47 holding.
  • Tower Trust first reported a position in WisdomTree International Equity Fund in Q2 2013 and has held it in 4 quarters since.
  • Tower Trust's WisdomTree International Equity Fund position peaked at $1.03M in Q3 2013.
  • 55 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2014.

Based on Tower Trust's 13F filing for Q1 2014, filed 8 May 2014.