GoalVest Advisory’s WisdomTree International Equity Fund DWM Stock Holding History

GoalVest Advisory’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
2023 Q2	–	Sell	-162	Closed	-$8.06K	–	377
2023 Q1	$8.06K	Buy	+162	New	+$8.03K	﹤0.01%	192
2022 Q4	–	Sell	-90	Closed	-$4K	–	250
2022 Q3	$4K	Sell	90 -100	-53%	-$4.48K	﹤0.01%	214
2022 Q2	$8K	Buy	+190	New	+$9.44K	0.01%	258

Other funds holding DWM

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

OWA

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

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return

MHS

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

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

LFA

Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

GoalVest Advisory's DWM Position: Q2 2023 in Review

GoalVest Advisory sold out of WisdomTree International Equity Fund (DWM) in Q2 2023, closing a stake of 162 shares — an estimated $8.06K sold.

GoalVest Advisory first reported a position in DWM in Q2 2022 and held it in 3 quarters. The position peaked at $8.06K in Q1 2023. 130 funds tracked by Wall St. Rank hold DWM as of Q2 2023.

GoalVest Advisory reported no remaining WisdomTree International Equity Fund position as of Q2 2023 after selling out during the quarter.
GoalVest Advisory sold 162 WisdomTree International Equity Fund shares in Q2 2023, an estimated $8.06K.
GoalVest Advisory first reported a position in WisdomTree International Equity Fund in Q2 2022 and held it in 3 quarters.
GoalVest Advisory's WisdomTree International Equity Fund position peaked at $8.06K in Q1 2023.
130 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2023.

Based on GoalVest Advisory's 13F filing for Q2 2023, filed 10 Jul 2023.