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Arden Trust’s WisdomTree True Developed International Fund DOL Stock Holding History

Arden Trust’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
Q2 		– Sell
-3,306
Closed -$122K – 436
2020
Q1 		$122K Buy
+3,306
New +$146K 0.02% 355
2018
Q4 		– Sell
-5,431
Closed -$262K – 331
2018
Q3 		$262K Sell
5,431
-113
-2% -$5.45K 0.04% 317
2018
Q2 		$265K Buy
5,544
+302
+6% +$15.1K 0.04% 307
2018
Q1 		$261K Hold
5,242
– – 0.04% 322
2017
Q4 		$265K Sell
5,242
-51
-1% -$2.55K 0.04% 304
2017
Q3 		$262K Sell
5,293
-417
-7% -$20.2K 0.04% 316
2017
Q2 		$270K Sell
5,710
-387
-6% -$18.2K 0.04% 310
2017
Q1 		$277K Sell
6,097
-39
-0.6% -$1.73K 0.04% 288
2016
Q4 		$263K Buy
6,136
+1,247
+26% +$53K 0.04% 292
2016
Q3 		$211K Buy
+4,889
New +$209K 0.03% 304
2015
Q1 		– Sell
-5,705
Closed -$267K – 432
2014
Q4 		$267K Sell
5,705
-5
-0.1% -$242 0.04% 295
2014
Q3 		$286K Sell
5,710
-14
-0.2% -$732 0.04% 287
2014
Q2 		$306K Sell
5,724
-1,019
-15% -$54.4K 0.04% 258
2014
Q1 		$350K Buy
6,743
+1,038
+18% +$53.1K 0.04% 264
2013
Q4 		$296K Buy
+5,705
New +$289K 0.04% 267

Other funds holding DOL

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Arden Trust's DOL Position: Q2 2020 in Review

Arden Trust sold out of WisdomTree True Developed International Fund (DOL) in Q2 2020, closing a stake of 3,306 shares — an estimated $122K sold.

Arden Trust first reported a position in DOL in Q4 2013 and held it in 15 quarters. The position peaked at $350K in Q1 2014. 70 funds tracked by Wall St. Rank hold DOL as of Q2 2020.

  • Arden Trust reported no remaining WisdomTree True Developed International Fund position as of Q2 2020 after selling out during the quarter.
  • Arden Trust sold 3,306 WisdomTree True Developed International Fund shares in Q2 2020, an estimated $122K.
  • Arden Trust first reported a position in WisdomTree True Developed International Fund in Q4 2013 and held it in 15 quarters.
  • Arden Trust's WisdomTree True Developed International Fund position peaked at $350K in Q1 2014.
  • 70 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2020.

Based on Arden Trust's 13F filing for Q2 2020, filed 9 Jul 2020.