ACA
DOL icon

Ackerman Capital Advisors’s WisdomTree True Developed International Fund DOL Stock Holding History

Ackerman Capital Advisors’s Portfolio DOL Stock Details DOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$1.06M Hold
20,998
– – 0.43% 35
2017
Q4 		$1.04M Buy
+20,998
New +$1.05M 0.44% 31
2017
Q2 		$884K Buy
+18,700
New +$881K 0.37% 37

Other funds holding DOL

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Ackerman Capital Advisors's DOL Position: Q1 2018 in Review

Ackerman Capital Advisors held its WisdomTree True Developed International Fund (DOL) position steady in Q1 2018 at 20,998 shares worth $1.06M. The position accounts for 0.43% of the portfolio, ranked #35.

Ackerman Capital Advisors first reported a position in DOL in Q2 2017 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold DOL as of Q1 2018.

  • Ackerman Capital Advisors held 20,998 shares of WisdomTree True Developed International Fund worth $1.06M as of Q1 2018.
  • Ackerman Capital Advisors left its WisdomTree True Developed International Fund share count unchanged in Q1 2018.
  • WisdomTree True Developed International Fund made up 0.43% of Ackerman Capital Advisors's portfolio in Q1 2018, its #35 holding.
  • Ackerman Capital Advisors first reported a position in WisdomTree True Developed International Fund in Q2 2017 and has held it in 3 quarters since.
  • 86 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2018.

Based on Ackerman Capital Advisors's 13F filing for Q1 2018, filed 11 Apr 2018.