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

AE Wealth Management’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
2020 Q1	–	Sell	-9,104	Closed	-$446K	–	1144
2019 Q4	$446K	Buy	+9,104	New	+$432K	0.01%	773
2018 Q2	–	Sell	-4,032	Closed	-$201K	–	468
2018 Q1	$201K	Sell	4,032 -1,443	-26%	-$73.8K	0.02%	411
2017 Q4	$277K	Buy	+5,475	New	+$274K	0.02%	335

Other funds holding DOL

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $672B AUM 33.48% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

AE Wealth Management's DOL Position: Q1 2020 in Review

AE Wealth Management sold out of WisdomTree True Developed International Fund (DOL) in Q1 2020, closing a stake of 9,104 shares — an estimated $446K sold.

AE Wealth Management first reported a position in DOL in Q4 2017 and held it in 3 quarters. The position peaked at $446K in Q4 2019. 79 funds tracked by Wall St. Rank hold DOL as of Q1 2020.

AE Wealth Management reported no remaining WisdomTree True Developed International Fund position as of Q1 2020 after selling out during the quarter.
AE Wealth Management sold 9,104 WisdomTree True Developed International Fund shares in Q1 2020, an estimated $446K.
AE Wealth Management first reported a position in WisdomTree True Developed International Fund in Q4 2017 and held it in 3 quarters.
AE Wealth Management's WisdomTree True Developed International Fund position peaked at $446K in Q4 2019.
79 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2020.

Based on AE Wealth Management's 13F filing for Q1 2020, filed 7 May 2020.