My Legacy Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

My Legacy 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
2023 Q1	–	Sell	-24,188	Closed	-$1.22M	–	204
2022 Q4	$1.22M	Sell	24,188 -3,961	-14%	-$177K	0.52%	56
2022 Q3	$1.13M	Buy	28,149 +8,062	+40%	+$361K	0.57%	47
2022 Q2	$889K	Buy	20,087 +11,611	+137%	+$577K	0.44%	72
2022 Q1	$447K	Buy	+8,476	New	+$451K	0.21%	138

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

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

HSA

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

TFA

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

My Legacy Advisors's DWM Position: Q1 2023 in Review

My Legacy Advisors sold out of WisdomTree International Equity Fund (DWM) in Q1 2023, closing a stake of 24,188 shares — an estimated $1.22M sold.

My Legacy Advisors first reported a position in DWM in Q1 2022 and held it in 4 quarters. The position peaked at $1.22M in Q4 2022. 129 funds tracked by Wall St. Rank hold DWM as of Q1 2023.

My Legacy Advisors reported no remaining WisdomTree International Equity Fund position as of Q1 2023 after selling out during the quarter.
My Legacy Advisors sold 24,188 WisdomTree International Equity Fund shares in Q1 2023, an estimated $1.22M.
My Legacy Advisors first reported a position in WisdomTree International Equity Fund in Q1 2022 and held it in 4 quarters.
My Legacy Advisors's WisdomTree International Equity Fund position peaked at $1.22M in Q4 2022.
129 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2023.

Based on My Legacy Advisors's 13F filing for Q1 2023, filed 11 Apr 2023.