Avantax Advisory Services’s WisdomTree True Developed International Fund DOL Stock Holding History

Avantax Advisory Services’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
2024 Q1	–	Sell	-11,482	Closed	-$566K	–	1671
2023 Q4	$566K	Sell	11,482 -422	-4%	-$19.7K	0.01%	932
2023 Q3	$543K	Buy	11,904 +27	+0.2%	+$1.27K	0.01%	909
2023 Q2	$560K	Sell	11,877 -306	-3%	-$14.5K	0.01%	898
2023 Q1	$569K	Hold	12,183	–	–	0.01%	860
2022 Q4	$536K	Sell	12,183 -1,217	-9%	-$50.9K	0.01%	829
2022 Q3	$501K	Hold	13,400	–	–	0.01%	776
2022 Q2	$561K	Buy	13,400 +677	+5%	+$31.1K	0.01%	735
2022 Q1	$618K	Hold	12,723	–	–	0.01%	713
2021 Q4	$629K	Hold	12,723	–	–	0.01%	681
2021 Q3	$605K	Buy	12,723 +1,217	+11%	+$60.6K	0.01%	650
2021 Q2	$568K	Hold	11,506	–	–	0.01%	659
2021 Q1	$545K	Hold	11,506	–	–	0.01%	593
2020 Q4	$529K	Sell	11,506 -4,418	-28%	-$192K	0.01%	539
2020 Q3	$657K	Buy	15,924 +3,974	+33%	+$168K	0.01%	702
2020 Q2	$488K	Hold	11,950	–	–	0.01%	488
2020 Q1	$441K	Hold	11,950	–	–	0.01%	467
2019 Q4	$586K	Buy	+11,950	New	+$567K	0.01%	434

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return

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

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

CFP

Cascade Financial Partners San Diego, California $970M AUM 19.9% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Avantax Advisory Services's DOL Position: Q1 2024 in Review

Avantax Advisory Services sold out of WisdomTree True Developed International Fund (DOL) in Q1 2024, closing a stake of 11,482 shares — an estimated $566K sold.

Avantax Advisory Services first reported a position in DOL in Q4 2019 and held it in 17 quarters. The position peaked at $657K in Q3 2020. 90 funds tracked by Wall St. Rank hold DOL as of Q1 2024.

Avantax Advisory Services reported no remaining WisdomTree True Developed International Fund position as of Q1 2024 after selling out during the quarter.
Avantax Advisory Services sold 11,482 WisdomTree True Developed International Fund shares in Q1 2024, an estimated $566K.
Avantax Advisory Services first reported a position in WisdomTree True Developed International Fund in Q4 2019 and held it in 17 quarters.
Avantax Advisory Services's WisdomTree True Developed International Fund position peaked at $657K in Q3 2020.
90 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2024.

Based on Avantax Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.