Advocacy Wealth Management Services’s WisdomTree True Developed International Fund DOL Stock Holding History

Advocacy Wealth Management Services’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
2022 Q4	–	Sell	-1,046	Closed	-$41K	–	63
2022 Q3	$41K	Hold	1,046	–	–	0.01%	53
2022 Q2	$44K	Hold	1,046	–	–	0.01%	51
2022 Q1	$51K	Hold	1,046	–	–	0.01%	49
2021 Q4	$52K	Hold	1,046	–	–	0.01%	53
2021 Q3	$50K	Hold	1,046	–	–	0.01%	56
2021 Q2	$52K	Hold	1,046	–	–	0.01%	63
2021 Q1	$50K	Hold	1,046	–	–	0.01%	58
2020 Q4	$48K	Hold	1,046	–	–	0.01%	57
2020 Q3	$43K	Hold	1,046	–	–	0.01%	59
2020 Q2	$43K	Hold	1,046	–	–	0.01%	55
2020 Q1	$37K	Sell	1,046 -1,045	-50%	-$46.3K	0.01%	48
2019 Q4	$102K	Hold	2,091	–	–	0.03%	38
2019 Q3	$96K	Hold	2,091	–	–	0.06%	34
2019 Q2	$99K	Hold	2,091	–	–	0.07%	28
2019 Q1	$98K	Hold	2,091	–	–	0.11%	24
2018 Q4	$89K	Hold	2,091	–	–	0.07%	20
2018 Q3	$101K	Hold	2,091	–	–	0.06%	22
2018 Q2	$100K	Hold	2,091	–	–	0.07%	18
2018 Q1	$104K	Hold	2,091	–	–	0.07%	21
2017 Q4	$106K	Hold	2,091	–	–	0.07%	24
2017 Q3	$104K	Hold	2,091	–	–	0.04%	36
2017 Q2	$99K	Buy	+2,091	New	+$98.5K	0.04%	45

Other funds holding DOL

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Advocacy Wealth Management Services's DOL Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of WisdomTree True Developed International Fund (DOL) in Q4 2022, closing a stake of 1,046 shares — an estimated $41K sold.

Advocacy Wealth Management Services first reported a position in DOL in Q2 2017 and held it in 22 quarters. The position peaked at $106K in Q4 2017. 82 funds tracked by Wall St. Rank hold DOL as of Q4 2022.

Advocacy Wealth Management Services reported no remaining WisdomTree True Developed International Fund position as of Q4 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 1,046 WisdomTree True Developed International Fund shares in Q4 2022, an estimated $41K.
Advocacy Wealth Management Services first reported a position in WisdomTree True Developed International Fund in Q2 2017 and held it in 22 quarters.
Advocacy Wealth Management Services's WisdomTree True Developed International Fund position peaked at $106K in Q4 2017.
82 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.