Syverson Strege & Co’s WisdomTree International Equity Fund DWM Stock Holding History

Syverson Strege & Co’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	-1,875	Closed	-$93.2K	–	222
2023 Q1	$93.2K	Buy	1,875 +5	+0.3%	+$248	0.04%	92
2022 Q4	$88K	Sell	1,870 -73	-4%	-$3.26K	0.04%	100
2022 Q3	$78K	Sell	1,943 -288	-13%	-$12.9K	0.04%	99
2022 Q2	$101K	Sell	2,231 -403	-15%	-$20K	0.04%	100
2022 Q1	$139K	Buy	2,634 +3	+0.1%	+$160	0.15%	75
2021 Q4	$142K	Sell	2,631 -256	-9%	-$13.7K	0.11%	80
2021 Q3	$153K	Sell	2,887 -21	-0.7%	-$1.16K	0.12%	75
2021 Q2	$159K	Sell	2,908 -39,464	-93%	-$2.17M	0.14%	69
2021 Q1	$2.23M	Sell	42,372 -2,338	-5%	-$122K	2.32%	8
2020 Q4	$2.26M	Buy	+44,710	New	+$2.14M	2.16%	8

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 $378M AUM 20.34% 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

Syverson Strege & Co's DWM Position: Q2 2023 in Review

Syverson Strege & Co sold out of WisdomTree International Equity Fund (DWM) in Q2 2023, closing a stake of 1,875 shares — an estimated $93.2K sold.

Syverson Strege & Co first reported a position in DWM in Q4 2020 and held it in 10 quarters. The position peaked at $2.26M in Q4 2020. 130 funds tracked by Wall St. Rank hold DWM as of Q2 2023.

Syverson Strege & Co reported no remaining WisdomTree International Equity Fund position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 1,875 WisdomTree International Equity Fund shares in Q2 2023, an estimated $93.2K.
Syverson Strege & Co first reported a position in WisdomTree International Equity Fund in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's WisdomTree International Equity Fund position peaked at $2.26M in Q4 2020.
130 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.