Baird Financial Group
DOL icon

Baird Financial Group’s WisdomTree True Developed International Fund DOL Stock Holding History

Baird Financial Group’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
2023
Q2 		– Sell
-5,716
Closed -$267K – 1704
2023
Q1 		$267K Sell
5,716
-7
-0.1% -$325 ﹤0.01% 1527
2022
Q4 		$252K Sell
5,723
-625
-10% -$26.1K ﹤0.01% 1515
2022
Q3 		$238K Buy
6,348
+98
+2% +$4.05K ﹤0.01% 1546
2022
Q2 		$262K Sell
6,250
-455
-7% -$20.9K ﹤0.01% 1603
2022
Q1 		$326K Sell
6,705
-273
-4% -$13.4K ﹤0.01% 1590
2021
Q4 		$345K Buy
6,978
+1
+0% +$49 ﹤0.01% 1610
2021
Q3 		$332K Sell
6,977
-106
-1% -$5.28K ﹤0.01% 1630
2021
Q2 		$350K Sell
7,083
-408
-5% -$20.3K ﹤0.01% 1530
2021
Q1 		$355K Sell
7,491
-2,117
-22% -$99.7K ﹤0.01% 1463
2020
Q4 		$441K Buy
9,608
+131
+1% +$5.69K ﹤0.01% 1263
2020
Q3 		$392K Buy
9,477
+1,066
+13% +$45.1K ﹤0.01% 1231
2020
Q2 		$343K Sell
8,411
-1,249
-13% -$48.8K ﹤0.01% 1256
2020
Q1 		$357K Sell
9,660
-629
-6% -$27.9K ﹤0.01% 1156
2019
Q4 		$504K Buy
10,289
+1,917
+23% +$91K ﹤0.01% 1171
2019
Q3 		$385K Buy
8,372
+44
+0.5% +$2.02K ﹤0.01% 1250
2019
Q2 		$392K Buy
8,328
+1,831
+28% +$85.6K ﹤0.01% 1263
2019
Q1 		$301K Buy
+6,497
New +$295K ﹤0.01% 1148
2018
Q4 		– Sell
-6,864
Closed -$331K – 1289
2018
Q3 		$331K Buy
6,864
+218
+3% +$10.5K ﹤0.01% 1152
2018
Q2 		$318K Buy
+6,646
New +$333K ﹤0.01% 1129
2016
Q4 		– Sell
-4,719
Closed -$204K – 1206
2016
Q3 		$204K Buy
+4,719
New +$201K ﹤0.01% 1142
2016
Q1 		– Sell
-52,306
Closed -$2.26M – 1231
2015
Q4 		$2.26M Sell
52,306
-322
-0.6% -$14.3K 0.02% 496
2015
Q3 		$2.24M Buy
52,628
+6,099
+13% +$282K 0.02% 486
2015
Q2 		$2.22M Buy
+46,529
New +$2.34M 0.02% 529

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HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $562M AUM 17.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

Baird Financial Group's DOL Position: Q2 2023 in Review

Baird Financial Group sold out of WisdomTree True Developed International Fund (DOL) in Q2 2023, closing a stake of 5,716 shares — an estimated $267K sold.

Baird Financial Group first reported a position in DOL in Q2 2015 and held it in 23 quarters. The position peaked at $2.26M in Q4 2015. 82 funds tracked by Wall St. Rank hold DOL as of Q2 2023.

  • Baird Financial Group reported no remaining WisdomTree True Developed International Fund position as of Q2 2023 after selling out during the quarter.
  • Baird Financial Group sold 5,716 WisdomTree True Developed International Fund shares in Q2 2023, an estimated $267K.
  • Baird Financial Group first reported a position in WisdomTree True Developed International Fund in Q2 2015 and held it in 23 quarters.
  • Baird Financial Group's WisdomTree True Developed International Fund position peaked at $2.26M in Q4 2015.
  • 82 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2023.

Based on Baird Financial Group's 13F filing for Q2 2023, filed 11 Aug 2023.