Asset Planning Services (Pennsylvania)’s WisdomTree True Developed International Fund DOL Stock Holding History

Asset Planning Services (Pennsylvania)’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	-2,055	Closed	-$93K	–	302
2017 Q1	$93K	Hold	2,055	–	–	0.06%	111
2016 Q4	$88K	Hold	2,055	–	–	0.07%	101
2016 Q3	$89K	Hold	2,055	–	–	0.07%	98
2016 Q2	$85K	Hold	2,055	–	–	0.07%	108
2016 Q1	$86K	Hold	2,055	–	–	0.08%	110
2015 Q4	$89K	Hold	2,055	–	–	0.09%	87
2015 Q3	$87K	Hold	2,055	–	–	0.09%	80
2015 Q2	$98K	Buy	+2,055	New	+$103K	0.09%	81

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

Asset Planning Services (Pennsylvania)'s DOL Position: Q2 2017 in Review

Asset Planning Services (Pennsylvania) sold out of WisdomTree True Developed International Fund (DOL) in Q2 2017, closing a stake of 2,055 shares — an estimated $93K sold.

Asset Planning Services (Pennsylvania) first reported a position in DOL in Q2 2015 and held it in 8 quarters. The position peaked at $98K in Q2 2015. 67 funds tracked by Wall St. Rank hold DOL as of Q2 2017.

Asset Planning Services (Pennsylvania) reported no remaining WisdomTree True Developed International Fund position as of Q2 2017 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 2,055 WisdomTree True Developed International Fund shares in Q2 2017, an estimated $93K.
Asset Planning Services (Pennsylvania) first reported a position in WisdomTree True Developed International Fund in Q2 2015 and held it in 8 quarters.
Asset Planning Services (Pennsylvania)'s WisdomTree True Developed International Fund position peaked at $98K in Q2 2015.
67 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2017.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q2 2017, filed 3 Aug 2017.