Smith Salley Wealth Management’s WisdomTree International Equity Fund DWM Stock Holding History

Smith Salley Wealth Management’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 Q3	–	Sell	-5,619	Closed	-$281K	–	232
2023 Q2	$281K	Buy	+5,619	New	+$284K	0.02%	204

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

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

LFA

Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 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

Smith Salley Wealth Management's DWM Position: Q3 2023 in Review

Smith Salley Wealth Management sold out of WisdomTree International Equity Fund (DWM) in Q3 2023, closing a stake of 5,619 shares — an estimated $281K sold.

Smith Salley Wealth Management first reported a position in DWM in Q2 2023 and held it in 1 quarter. The position peaked at $281K in Q2 2023. 122 funds tracked by Wall St. Rank hold DWM as of Q3 2023.

Smith Salley Wealth Management reported no remaining WisdomTree International Equity Fund position as of Q3 2023 after selling out during the quarter.
Smith Salley Wealth Management sold 5,619 WisdomTree International Equity Fund shares in Q3 2023, an estimated $281K.
Smith Salley Wealth Management first reported a position in WisdomTree International Equity Fund in Q2 2023 and held it in 1 quarter.
Smith Salley Wealth Management's WisdomTree International Equity Fund position peaked at $281K in Q2 2023.
122 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2023.

Based on Smith Salley Wealth Management's 13F filing for Q3 2023, filed 27 Oct 2023.