Bartlett & Co Wealth Management’s WisdomTree True Developed International Fund DOL Stock Holding History

Bartlett & Co Wealth Management’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
2021 Q1	–	Sell	-903	Closed	-$41.5K	–	1125
2020 Q4	$41.5K	Buy	+903	New	+$39.2K	﹤0.01%	554

Other funds holding DOL

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

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

HNB

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

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

KFI

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

Bartlett & Co Wealth Management's DOL Position: Q1 2021 in Review

Bartlett & Co Wealth Management sold out of WisdomTree True Developed International Fund (DOL) in Q1 2021, closing a stake of 903 shares — an estimated $41.5K sold.

Bartlett & Co Wealth Management first reported a position in DOL in Q4 2020 and held it in 1 quarter. The position peaked at $41.5K in Q4 2020. 77 funds tracked by Wall St. Rank hold DOL as of Q1 2021.

Bartlett & Co Wealth Management reported no remaining WisdomTree True Developed International Fund position as of Q1 2021 after selling out during the quarter.
Bartlett & Co Wealth Management sold 903 WisdomTree True Developed International Fund shares in Q1 2021, an estimated $41.5K.
Bartlett & Co Wealth Management first reported a position in WisdomTree True Developed International Fund in Q4 2020 and held it in 1 quarter.
Bartlett & Co Wealth Management's WisdomTree True Developed International Fund position peaked at $41.5K in Q4 2020.
77 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2021, filed 14 Feb 2024.