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Advisor Group’s WisdomTree True Developed International Fund DOL Stock Holding History

Advisor Group’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
2019
Q4 		$377K Sell
7,687
-515
-6% -$24.4K ﹤0.01% 1880
2019
Q3 		$377K Buy
8,202
+463
+6% +$21.2K ﹤0.01% 1815
2019
Q2 		$364K Sell
7,739
-180
-2% -$8.41K ﹤0.01% 1841
2019
Q1 		$367K Sell
7,919
-1,355
-15% -$61.6K ﹤0.01% 1816
2018
Q4 		$394K Buy
9,274
+1,445
+18% +$65K ﹤0.01% 1577
2018
Q3 		$377K Buy
7,829
+672
+9% +$32.4K ﹤0.01% 1681
2018
Q2 		$342K Sell
7,157
-400
-5% -$20K ﹤0.01% 1600
2018
Q1 		$377K Buy
7,557
+971
+15% +$49.7K 0.01% 1520
2017
Q4 		$333K Buy
6,586
+2,067
+46% +$103K ﹤0.01% 1613
2017
Q3 		$224K Buy
4,519
+650
+17% +$31.6K ﹤0.01% 1769
2017
Q2 		$183K Buy
3,869
+210
+6% +$9.89K ﹤0.01% 1846
2017
Q1 		$166K Sell
3,659
-4,377
-54% -$194K ﹤0.01% 1805
2016
Q4 		$344K Buy
8,036
+900
+13% +$38.2K 0.01% 1226
2016
Q3 		$309K Sell
7,136
-1,472
-17% -$62.8K 0.01% 1252
2016
Q2 		$355K Buy
+8,608
New +$364K 0.01% 1099

Other funds holding DOL

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Advisor Group's DOL Position: Q4 2019 in Review

Advisor Group reduced its WisdomTree True Developed International Fund (DOL) stake by 6.3% in Q4 2019, selling an estimated $24.4K and leaving 7,687 shares worth $377K. The position accounts for ﹤0.01% of the portfolio, ranked #1880.

Advisor Group first reported a position in DOL in Q2 2016 and has held it in 15 quarters since. The position peaked at $394K in Q4 2018. 87 funds tracked by Wall St. Rank hold DOL as of Q4 2019.

  • Advisor Group held 7,687 shares of WisdomTree True Developed International Fund worth $377K as of Q4 2019.
  • Advisor Group sold 515 WisdomTree True Developed International Fund shares in Q4 2019, an estimated $24.4K.
  • WisdomTree True Developed International Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1880 holding.
  • Advisor Group first reported a position in WisdomTree True Developed International Fund in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's WisdomTree True Developed International Fund position peaked at $394K in Q4 2018.
  • 87 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.