HYA Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

HYA Advisors’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	$238K	Sell	5,227 -549	-10%	-$27.3K	0.09%	130
2022 Q1	$305K	Sell	5,776 -179	-3%	-$9.53K	0.11%	127
2021 Q4	$322K	Sell	5,955 -1,587	-21%	-$85K	0.12%	122
2021 Q3	$399K	Buy	7,542 +11	+0.1%	+$606	0.16%	100
2021 Q2	$411K	Buy	7,531 +14	+0.2%	+$770	0.17%	95
2021 Q1	$395K	Buy	7,517 +6	+0.1%	+$313	0.19%	92
2020 Q4	$380K	Buy	7,511 +307	+4%	+$14.7K	0.2%	87
2020 Q3	$328K	Buy	7,204 +3	+0%	+$139	0.2%	90
2020 Q2	$319K	Buy	7,201 +4	+0.1%	+$170	0.21%	86
2020 Q1	$284K	Buy	7,197 +2	+0%	+$96	0.23%	79
2019 Q4	$385K	Buy	+7,195	New	+$371K	0.25%	74

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

SWM

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

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

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 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

HYA Advisors's DWM Position: Q2 2022 in Review

HYA Advisors reduced its WisdomTree International Equity Fund (DWM) stake by 9.5% in Q2 2022, selling an estimated $27.3K and leaving 5,227 shares worth $238K. The position accounts for 0.09% of the portfolio, ranked #130.

HYA Advisors first reported a position in DWM in Q4 2019 and has held it in 11 quarters since. The position peaked at $411K in Q2 2021. 132 funds tracked by Wall St. Rank hold DWM as of Q2 2022.

HYA Advisors held 5,227 shares of WisdomTree International Equity Fund worth $238K as of Q2 2022.
HYA Advisors sold 549 WisdomTree International Equity Fund shares in Q2 2022, an estimated $27.3K.
WisdomTree International Equity Fund made up 0.09% of HYA Advisors's portfolio in Q2 2022, its #130 holding.
HYA Advisors first reported a position in WisdomTree International Equity Fund in Q4 2019 and has held it in 11 quarters since.
HYA Advisors's WisdomTree International Equity Fund position peaked at $411K in Q2 2021.
132 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2022.

Based on HYA Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.