Goldman Sachs’s WisdomTree International Equity Fund DWM Stock Holding History

Goldman Sachs’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
2024 Q1	–	Sell	-6,370	Closed	-$335K	–	5623
2023 Q4	$335K	Buy	+6,370	New	+$314K	﹤0.01%	4938
2019 Q2	–	Sell	-4,882	Closed	-$247K	–	5167
2019 Q1	$247K	Sell	4,882 -54,442	-92%	-$2.71M	﹤0.01%	4712
2018 Q4	$2.76M	Buy	+59,324	New	+$2.92M	﹤0.01%	3322
2017 Q2	–	Sell	-11,428	Closed	-$568K	–	6796
2017 Q1	$568K	Sell	11,428 -63,994	-85%	-$3.1M	﹤0.01%	4892
2016 Q4	$3.5M	Buy	75,422 +23,669	+46%	+$1.09M	﹤0.01%	3368
2016 Q3	$2.44M	Buy	51,753 +22,587	+77%	+$1.05M	﹤0.01%	3664
2016 Q2	$1.3M	Sell	29,166 -11,246	-28%	-$517K	﹤0.01%	3970
2016 Q1	$1.85M	Sell	40,412 -74,911	-65%	-$3.31M	﹤0.01%	3556
2015 Q4	$5.37M	Buy	115,323 +1,322	+1%	+$63.1K	﹤0.01%	2752
2015 Q3	$5.18M	Buy	+114,001	New	+$5.62M	﹤0.01%	2858
2013 Q3	–	Sell	-4,555	Closed	-$210K	–	6587
2013 Q2	$210K	Buy	+4,555	New	+$222K	﹤0.01%	5554

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

SWM

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

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 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

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Goldman Sachs's DWM Position: Q1 2024 in Review

Goldman Sachs sold out of WisdomTree International Equity Fund (DWM) in Q1 2024, closing a stake of 6,370 shares — an estimated $335K sold.

Goldman Sachs first reported a position in DWM in Q2 2013 and held it in 11 quarters. The position peaked at $5.37M in Q4 2015. 126 funds tracked by Wall St. Rank hold DWM as of Q1 2024.

Goldman Sachs reported no remaining WisdomTree International Equity Fund position as of Q1 2024 after selling out during the quarter.
Goldman Sachs sold 6,370 WisdomTree International Equity Fund shares in Q1 2024, an estimated $335K.
Goldman Sachs first reported a position in WisdomTree International Equity Fund in Q2 2013 and held it in 11 quarters.
Goldman Sachs's WisdomTree International Equity Fund position peaked at $5.37M in Q4 2015.
126 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2024.

Based on Goldman Sachs's 13F filing for Q1 2024, filed 15 May 2024.