Alpha Cubed Investments’s WisdomTree True Developed International Fund DOL Stock Holding History

Alpha Cubed Investments’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 Q4	–	Sell	-5,343	Closed	-$221K	–	264
2020 Q3	$221K	Buy	+5,343	New	+$226K	0.02%	197

Other funds holding DOL

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

JMPWA

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

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

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Alpha Cubed Investments's DOL Position: Q4 2020 in Review

Alpha Cubed Investments sold out of WisdomTree True Developed International Fund (DOL) in Q4 2020, closing a stake of 5,343 shares — an estimated $221K sold.

Alpha Cubed Investments first reported a position in DOL in Q3 2020 and held it in 1 quarter. The position peaked at $221K in Q3 2020. 72 funds tracked by Wall St. Rank hold DOL as of Q4 2020.

Alpha Cubed Investments reported no remaining WisdomTree True Developed International Fund position as of Q4 2020 after selling out during the quarter.
Alpha Cubed Investments sold 5,343 WisdomTree True Developed International Fund shares in Q4 2020, an estimated $221K.
Alpha Cubed Investments first reported a position in WisdomTree True Developed International Fund in Q3 2020 and held it in 1 quarter.
Alpha Cubed Investments's WisdomTree True Developed International Fund position peaked at $221K in Q3 2020.
72 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q4 2020.

Based on Alpha Cubed Investments's 13F filing for Q4 2020, filed 29 Jan 2021.