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Dravo Bay’s WisdomTree International Equity Fund DWM Stock Holding History

Dravo Bay’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
Q2 		– Sell
-170
Closed -$8.97K – 79
2022
Q1 		$8.97K Buy
+170
New +$9.05K 0.01% 102

Other funds holding DWM

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

Dravo Bay's DWM Position: Q2 2022 in Review

Dravo Bay sold out of WisdomTree International Equity Fund (DWM) in Q2 2022, closing a stake of 170 shares — an estimated $8.97K sold.

Dravo Bay first reported a position in DWM in Q1 2022 and held it in 1 quarter. The position peaked at $8.97K in Q1 2022. 132 funds tracked by Wall St. Rank hold DWM as of Q2 2022.

  • Dravo Bay reported no remaining WisdomTree International Equity Fund position as of Q2 2022 after selling out during the quarter.
  • Dravo Bay sold 170 WisdomTree International Equity Fund shares in Q2 2022, an estimated $8.97K.
  • Dravo Bay first reported a position in WisdomTree International Equity Fund in Q1 2022 and held it in 1 quarter.
  • Dravo Bay's WisdomTree International Equity Fund position peaked at $8.97K in Q1 2022.
  • 132 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2022.

Based on Dravo Bay's 13F filing for Q2 2022, filed 15 Aug 2022.