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

Apriem 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
2017 Q2	–	Sell	-400	Closed	-$18K	–	238
2017 Q1	$18K	Hold	400	–	–	﹤0.01%	357
2016 Q4	$17K	Hold	400	–	–	0.01%	375
2016 Q3	$17K	Hold	400	–	–	0.01%	347
2016 Q2	$17K	Sell	400 -200	-33%	-$8.47K	0.01%	358
2016 Q1	$25K	Sell	600 -780	-57%	-$31.7K	0.01%	280
2015 Q4	$60K	Hold	1,380	–	–	0.02%	188
2015 Q3	$59K	Sell	1,380 -47,480	-97%	-$2.19M	0.02%	183
2015 Q2	$2.33M	Buy	+48,860	New	+$2.46M	0.8%	40

Other funds holding DOL

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

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HNB

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

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

Apriem Advisors's DOL Position: Q2 2017 in Review

Apriem Advisors sold out of WisdomTree True Developed International Fund (DOL) in Q2 2017, closing a stake of 400 shares — an estimated $18K sold.

Apriem Advisors first reported a position in DOL in Q2 2015 and held it in 8 quarters. The position peaked at $2.33M in Q2 2015. 67 funds tracked by Wall St. Rank hold DOL as of Q2 2017.

Apriem Advisors reported no remaining WisdomTree True Developed International Fund position as of Q2 2017 after selling out during the quarter.
Apriem Advisors sold 400 WisdomTree True Developed International Fund shares in Q2 2017, an estimated $18K.
Apriem Advisors first reported a position in WisdomTree True Developed International Fund in Q2 2015 and held it in 8 quarters.
Apriem Advisors's WisdomTree True Developed International Fund position peaked at $2.33M in Q2 2015.
67 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.