Bedel Financial Consulting’s WisdomTree True Developed International Fund DOL Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-2,186	Closed	-$106K	–	371
2022 Q1	$106K	Hold	2,186	–	–	0.03%	267
2021 Q4	$108K	Hold	2,186	–	–	0.03%	270
2021 Q3	$104K	Hold	2,186	–	–	0.04%	262
2021 Q2	$108K	Hold	2,186	–	–	0.04%	254
2021 Q1	$103K	Hold	2,186	–	–	0.04%	251
2020 Q4	$100K	Hold	2,186	–	–	0.04%	224
2020 Q3	$90K	Hold	2,186	–	–	0.05%	219
2020 Q2	$89K	Hold	2,186	–	–	0.05%	207
2020 Q1	$81K	Hold	2,186	–	–	0.05%	204
2019 Q4	$107K	Hold	2,186	–	–	0.06%	201
2019 Q3	$100K	Hold	2,186	–	–	0.06%	201
2019 Q2	$103K	Hold	2,186	–	–	0.06%	195
2019 Q1	$101K	Hold	2,186	–	–	0.06%	191
2018 Q4	$93K	Hold	2,186	–	–	0.07%	182
2018 Q3	$101K	Hold	2,186	–	–	0.07%	191
2018 Q2	$104K	Hold	2,186	–	–	0.08%	184
2018 Q1	$109K	Buy	+2,186	New	+$112K	0.08%	186

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

KFI

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

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

AWE

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Bedel Financial Consulting's DOL Position: Q2 2022 in Review

Bedel Financial Consulting sold out of WisdomTree True Developed International Fund (DOL) in Q2 2022, closing a stake of 2,186 shares — an estimated $106K sold.

Bedel Financial Consulting first reported a position in DOL in Q1 2018 and held it in 17 quarters. The position peaked at $109K in Q1 2018. 80 funds tracked by Wall St. Rank hold DOL as of Q2 2022.

Bedel Financial Consulting reported no remaining WisdomTree True Developed International Fund position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 2,186 WisdomTree True Developed International Fund shares in Q2 2022, an estimated $106K.
Bedel Financial Consulting first reported a position in WisdomTree True Developed International Fund in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's WisdomTree True Developed International Fund position peaked at $109K in Q1 2018.
80 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.