Wealth Advisory Team LLC quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-12-31 to 2026-06-30, Wealth Advisory Team LLC opened 4 positions, added to 18, reduced 8, sold out of 5 and left 1 unchanged. The largest increase in value was DFUS (+$12,794,074); the largest decrease was DFUS (-$11,284,950).
- DFUS: Country of operation —; Class US EQUI MARK ETF; Shares 2025-12-31 0; Shares 2026-06-30 156,140.
- UCON: Country of operation —; Class SMIT UNCO BD ETF; Shares 2025-12-31 0; Shares 2026-06-30 321,889.
- UITB: Country of operation —; Class CORE BD ETF; Shares 2025-12-31 0; Shares 2026-06-30 123,467.
- DSI: Country of operation —; Class ESG MSCI KLD ETF; Shares 2025-12-31 0; Shares 2026-06-30 6,645.
Two Form 13F-HR filings compared (SEC CIK 2039196): 2025-12-31 (filed 2026-02-05) and 2026-06-30 (filed 2026-07-23). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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