American Portfolios Advisors’s WisdomTree True Developed International Fund DOL Stock Holding History

American Portfolios 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
2022 Q3	$80.3K	Hold	2,145	–	–	﹤0.01%	1472
2022 Q2	$89.7K	Hold	2,145	–	–	﹤0.01%	1461
2022 Q1	$104K	Hold	2,145	–	–	﹤0.01%	1487
2021 Q4	$106K	Sell	2,145 -40	-2%	-$1.94K	﹤0.01%	1481
2021 Q3	$104K	Hold	2,185	–	–	﹤0.01%	1435
2021 Q2	$108K	Hold	2,185	–	–	﹤0.01%	1387
2021 Q1	$103K	Hold	2,185	–	–	﹤0.01%	1303
2020 Q4	$100K	Sell	2,185 -100	-4%	-$4.35K	0.01%	1158
2020 Q3	$94.4K	Sell	2,285 -970	-30%	-$41K	0.01%	1079
2020 Q2	$133K	Buy	3,255 +215	+7%	+$8.4K	0.01%	897
2020 Q1	$112K	Sell	3,040 -100	-3%	-$4.43K	0.01%	856
2019 Q4	$154K	Hold	3,140	–	–	0.01%	851
2019 Q3	$144K	Hold	3,140	–	–	0.01%	830
2019 Q2	$148K	Hold	3,140	–	–	0.01%	832
2019 Q1	$146K	Hold	3,140	–	–	0.01%	735
2018 Q4	$134K	Hold	3,140	–	–	0.02%	643
2018 Q3	$151K	Hold	3,140	–	–	0.02%	680
2018 Q2	$150K	Hold	3,140	–	–	0.02%	667
2018 Q1	$156K	Hold	3,140	–	–	0.02%	608
2017 Q4	$159K	Buy	+3,140	New	+$157K	0.03%	583

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 $424B AUM 22.96% 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

KFI

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

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

American Portfolios Advisors's DOL Position: Q3 2022 in Review

American Portfolios Advisors held its WisdomTree True Developed International Fund (DOL) position steady in Q3 2022 at 2,145 shares worth $80.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1472.

American Portfolios Advisors first reported a position in DOL in Q4 2017 and has held it in 20 quarters since. The position peaked at $159K in Q4 2017. 76 funds tracked by Wall St. Rank hold DOL as of Q3 2022.

American Portfolios Advisors held 2,145 shares of WisdomTree True Developed International Fund worth $80.3K as of Q3 2022.
American Portfolios Advisors left its WisdomTree True Developed International Fund share count unchanged in Q3 2022.
WisdomTree True Developed International Fund made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1472 holding.
American Portfolios Advisors first reported a position in WisdomTree True Developed International Fund in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's WisdomTree True Developed International Fund position peaked at $159K in Q4 2017.
76 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.