Coulter & Justus Financial Services’s WisdomTree International Equity Fund DWM Stock Holding History

Coulter & Justus Financial Services’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
2022 Q3	–	Sell	-13,014	Closed	-$591K	–	48
2022 Q2	$591K	Buy	+13,014	New	+$647K	0.48%	24
2022 Q1	–	Sell	-34,472	Closed	-$1.86M	–	29
2021 Q4	$1.86M	Buy	+34,472	New	+$1.85M	1.46%	20

Other funds holding DWM

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

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

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

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

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

TFA

Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return

Coulter & Justus Financial Services's DWM Position: Q3 2022 in Review

Coulter & Justus Financial Services sold out of WisdomTree International Equity Fund (DWM) in Q3 2022, closing a stake of 13,014 shares — an estimated $591K sold.

Coulter & Justus Financial Services first reported a position in DWM in Q4 2021 and held it in 2 quarters. The position peaked at $1.86M in Q4 2021. 121 funds tracked by Wall St. Rank hold DWM as of Q3 2022.

Coulter & Justus Financial Services reported no remaining WisdomTree International Equity Fund position as of Q3 2022 after selling out during the quarter.
Coulter & Justus Financial Services sold 13,014 WisdomTree International Equity Fund shares in Q3 2022, an estimated $591K.
Coulter & Justus Financial Services first reported a position in WisdomTree International Equity Fund in Q4 2021 and held it in 2 quarters.
Coulter & Justus Financial Services's WisdomTree International Equity Fund position peaked at $1.86M in Q4 2021.
121 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2022.

Based on Coulter & Justus Financial Services's 13F filing for Q3 2022, filed 1 Nov 2022.