Blue Chip Partners’s WisdomTree True Developed International Fund DOL Stock Holding History

Blue Chip Partners’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
2020 Q1	–	Sell	-6,589	Closed	-$323K	–	136
2019 Q4	$323K	Sell	6,589 -1,357	-17%	-$64.4K	0.06%	109
2019 Q3	$365K	Sell	7,946 -292	-4%	-$13.4K	0.08%	97
2019 Q2	$388K	Sell	8,238 -4	-0%	-$187	0.09%	93
2019 Q1	$382K	Sell	8,242 -895	-10%	-$40.7K	0.09%	96
2018 Q4	$389K	Sell	9,137 -12,142	-57%	-$546K	0.1%	102
2018 Q3	$1.03M	Sell	21,279 -3,993	-16%	-$193K	0.25%	63
2018 Q2	$1.21M	Sell	25,272 -348	-1%	-$17.4K	0.32%	59
2018 Q1	$1.28M	Sell	25,620 -1,986	-7%	-$102K	0.35%	60
2017 Q4	$1.4M	Sell	27,606 -395	-1%	-$19.7K	0.41%	62
2017 Q3	$1.39M	Sell	28,001 -23,868	-46%	-$1.16M	0.45%	63
2017 Q2	$2.45M	Sell	51,869 -79,680	-61%	-$3.75M	0.85%	44
2017 Q1	$5.97M	Buy	131,549 +13,169	+11%	+$585K	2.26%	10
2016 Q4	$5.07M	Buy	118,380 +24,801	+27%	+$1.05M	1.99%	12
2016 Q3	$4.05M	Buy	93,579 +11,799	+14%	+$504K	1.79%	17
2016 Q2	$3.38M	Buy	81,780 +12,375	+18%	+$524K	1.52%	26
2016 Q1	$2.91M	Buy	69,405 +10,683	+18%	+$435K	1.41%	27
2015 Q4	$2.53M	Buy	58,722 +1,361	+2%	+$60.6K	1.32%	26
2015 Q3	$2.44M	Buy	57,361 +15,871	+38%	+$734K	1.55%	25
2015 Q2	$1.98M	Buy	41,490 +4,180	+11%	+$210K	1.27%	32
2015 Q1	$1.82M	Buy	37,310 +4,001	+12%	+$193K	1.23%	32
2014 Q4	$1.56M	Buy	+33,309	New	+$1.61M	1.09%	35

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

KFI

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

BWM

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

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

Blue Chip Partners's DOL Position: Q1 2020 in Review

Blue Chip Partners sold out of WisdomTree True Developed International Fund (DOL) in Q1 2020, closing a stake of 6,589 shares — an estimated $323K sold.

Blue Chip Partners first reported a position in DOL in Q4 2014 and held it in 21 quarters. The position peaked at $5.97M in Q1 2017. 79 funds tracked by Wall St. Rank hold DOL as of Q1 2020.

Blue Chip Partners reported no remaining WisdomTree True Developed International Fund position as of Q1 2020 after selling out during the quarter.
Blue Chip Partners sold 6,589 WisdomTree True Developed International Fund shares in Q1 2020, an estimated $323K.
Blue Chip Partners first reported a position in WisdomTree True Developed International Fund in Q4 2014 and held it in 21 quarters.
Blue Chip Partners's WisdomTree True Developed International Fund position peaked at $5.97M in Q1 2017.
79 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2020.

Based on Blue Chip Partners's 13F filing for Q1 2020, filed 8 May 2020.