3d Asset Management, Inc Buys WisdomTree Emerging Market SmallCap Fund, WisdomTree U.S. MidCap Fund, SPDR Select Sector Fund - Financial, Sells SPDR Bloomberg Barclays Investment Grade Floating , iShares Edge MSCI USA Momentum Factor, Invesco S&P 500 Low

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May 07, 2020
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Investment company 3d Asset Management, Inc (Current Portfolio) buys WisdomTree Emerging Market SmallCap Fund, WisdomTree U.S. MidCap Fund, SPDR Select Sector Fund - Financial, SPDR Select Sector Fund - Industrial, Real Estate Select Sector SPDR Fund (The), sells SPDR Bloomberg Barclays Investment Grade Floating , iShares Edge MSCI USA Momentum Factor, Invesco S&P 500 Low Volatility, WisdomTree Global ex-US Quality Dividend Growth Fu, iShares Core MSCI Emerging Markets during the 3-months ended 2020Q1, according to the most recent filings of the investment company, 3d Asset Management, Inc. As of 2020Q1, 3d Asset Management, Inc owns 33 stocks with a total value of $135 million. These are the details of the buys and sells.

For the details of 3D ASSET MANAGEMENT, INC's stock buys and sells, go to https://www.gurufocus.com/guru/3d+asset+management%2C+inc/current-portfolio/portfolio

These are the top 5 holdings of 3D ASSET MANAGEMENT, INC
  1. Vanguard Value (VTV) - 371,480 shares, 24.53% of the total portfolio. Shares added by 2.06%
  2. WisdomTree U.S. MidCap Fund (EZM) - 832,794 shares, 16.31% of the total portfolio. Shares added by 50.75%
  3. WisdomTree International SmallCap Fund (DLS) - 406,135 shares, 14.47% of the total portfolio. Shares reduced by 13.64%
  4. First Trust Low Duration Mortgage Opportunities ET (LMBS) - 348,299 shares, 13.17% of the total portfolio. Shares reduced by 6.53%
  5. WisdomTree U.S. SmallCap Fund (EES) - 564,287 shares, 9.34% of the total portfolio. Shares added by 17.71%
New Purchase: SPDR Select Sector Fund - Financial (XLF)

3d Asset Management, Inc initiated holding in SPDR Select Sector Fund - Financial. The purchase prices were between $17.66 and $31.17, with an estimated average price of $27.83. The stock is now traded at around $21.82. The impact to a portfolio due to this purchase was 0.19%. The holding were 12,479 shares as of .

New Purchase: SPDR Select Sector Fund - Industrial (XLI)

3d Asset Management, Inc initiated holding in SPDR Select Sector Fund - Industrial. The purchase prices were between $48.77 and $85.23, with an estimated average price of $76.1. The stock is now traded at around $61.58. The impact to a portfolio due to this purchase was 0.18%. The holding were 4,062 shares as of .

New Purchase: SPDR Select Sector Fund - Utilities (XLU)

3d Asset Management, Inc initiated holding in SPDR Select Sector Fund - Utilities. The purchase prices were between $44.93 and $70.98, with an estimated average price of $64.36. The stock is now traded at around $55.05. The impact to a portfolio due to this purchase was 0.17%. The holding were 4,054 shares as of .

New Purchase: Real Estate Select Sector SPDR Fund (The) (XLRE)

3d Asset Management, Inc initiated holding in Real Estate Select Sector SPDR Fund (The). The purchase prices were between $25.46 and $41.93, with an estimated average price of $37.63. The stock is now traded at around $32.75. The impact to a portfolio due to this purchase was 0.17%. The holding were 7,386 shares as of .

New Purchase: WisdomTree Investments Inc (WETF)

3d Asset Management, Inc initiated holding in WisdomTree Investments Inc. The purchase prices were between $2.04 and $5.15, with an estimated average price of $3.91. The stock is now traded at around $2.98. The impact to a portfolio due to this purchase was 0.02%. The holding were 10,000 shares as of .

Added: WisdomTree Emerging Market SmallCap Fund (DGS)

3d Asset Management, Inc added to a holding in WisdomTree Emerging Market SmallCap Fund by 2354.34%. The purchase prices were between $29.37 and $48.34, with an estimated average price of $42.16. The stock is now traded at around $36.23. The impact to a portfolio due to this purchase was 8.17%. The holding were 348,025 shares as of .

Added: WisdomTree U.S. MidCap Fund (EZM)

3d Asset Management, Inc added to a holding in WisdomTree U.S. MidCap Fund by 50.75%. The purchase prices were between $22.34 and $42.36, with an estimated average price of $36.73. The stock is now traded at around $29.31. The impact to a portfolio due to this purchase was 5.49%. The holding were 832,794 shares as of .

Added: Invesco BulletShares 2021 Corporate Bond ETF (BSCL)

3d Asset Management, Inc added to a holding in Invesco BulletShares 2021 Corporate Bond ETF by 35.31%. The purchase prices were between $19.31 and $21.37, with an estimated average price of $21.11. The stock is now traded at around $21.33. The impact to a portfolio due to this purchase was 0.06%. The holding were 15,009 shares as of .

Sold Out: SPDR Bloomberg Barclays Investment Grade Floating (FLRN)

3d Asset Management, Inc sold out a holding in SPDR Bloomberg Barclays Investment Grade Floating . The sale prices were between $26.18 and $30.68, with an estimated average price of $30.04.

Sold Out: WisdomTree Global ex-US Quality Dividend Growth Fu (DNL)

3d Asset Management, Inc sold out a holding in WisdomTree Global ex-US Quality Dividend Growth Fu. The sale prices were between $45.92 and $67.7, with an estimated average price of $61.31.

Sold Out: iShares Core MSCI Emerging Markets (IEMG)

3d Asset Management, Inc sold out a holding in iShares Core MSCI Emerging Markets. The sale prices were between $36.22 and $55.44, with an estimated average price of $49.11.

Sold Out: WisdomTree Emerging Markets High Dividend Fund (DEM)

3d Asset Management, Inc sold out a holding in WisdomTree Emerging Markets High Dividend Fund. The sale prices were between $29.01 and $46.63, with an estimated average price of $40.47.

Sold Out: iShares Russell 2000 Growth (IWO)

3d Asset Management, Inc sold out a holding in iShares Russell 2000 Growth. The sale prices were between $135.3 and $224.78, with an estimated average price of $198.15.

Sold Out: Schwab U.S. TIPs (SCHP)

3d Asset Management, Inc sold out a holding in Schwab U.S. TIPs. The sale prices were between $53.09 and $59.55, with an estimated average price of $57.25.



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