Transamerica Financial Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

Transamerica Financial Advisors’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
2016 Q3	–	Sell	-1,634	Closed	-$74K	–	424
2016 Q2	$74K	Buy	1,634 +794	+95%	+$36.5K	0.01%	220
2016 Q1	$39K	Buy	840 +364	+76%	+$16.1K	﹤0.01%	396
2015 Q4	$23K	Buy	476 +295	+163%	+$14.1K	﹤0.01%	505
2015 Q3	$9K	Buy	+181	New	+$8.93K	﹤0.01%	591

Other funds holding DWM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

SAM

Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return

Transamerica Financial Advisors's DWM Position: Q3 2016 in Review

Transamerica Financial Advisors sold out of WisdomTree International Equity Fund (DWM) in Q3 2016, closing a stake of 1,634 shares — an estimated $74K sold.

Transamerica Financial Advisors first reported a position in DWM in Q3 2015 and held it in 4 quarters. The position peaked at $74K in Q2 2016. 83 funds tracked by Wall St. Rank hold DWM as of Q3 2016.

Transamerica Financial Advisors reported no remaining WisdomTree International Equity Fund position as of Q3 2016 after selling out during the quarter.
Transamerica Financial Advisors sold 1,634 WisdomTree International Equity Fund shares in Q3 2016, an estimated $74K.
Transamerica Financial Advisors first reported a position in WisdomTree International Equity Fund in Q3 2015 and held it in 4 quarters.
Transamerica Financial Advisors's WisdomTree International Equity Fund position peaked at $74K in Q2 2016.
83 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2016.

Based on Transamerica Financial Advisors's 13F filing for Q3 2016, filed 7 Nov 2016.