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

Capital Advisory Group 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
2022 Q3	–	Sell	-340	Closed	-$17K	–	150
2022 Q2	$17K	Hold	340	–	–	0.01%	178
2022 Q1	$17K	Buy	+340	New	+$16.7K	0.01%	314
2021 Q4	–	Sell	-340	Closed	-$16K	–	253
2021 Q3	$16K	Hold	340	–	–	0.01%	358
2021 Q2	$17K	Hold	340	–	–	0.01%	347
2021 Q1	$16K	Hold	340	–	–	0.01%	334
2020 Q4	$16K	Hold	340	–	–	0.01%	325
2020 Q3	$14K	Hold	340	–	–	0.01%	288
2020 Q2	$14K	Hold	340	–	–	0.01%	274
2020 Q1	$13K	Buy	+340	New	+$15.1K	0.02%	203
2019 Q4	–	Sell	-340	Closed	-$16K	–	257
2019 Q3	$16K	Hold	340	–	–	0.01%	229
2019 Q2	$16K	Hold	340	–	–	0.01%	236
2019 Q1	$16K	Hold	340	–	–	0.01%	232
2018 Q4	$14K	Hold	340	–	–	0.01%	216
2018 Q3	$16K	Hold	340	–	–	0.01%	213
2018 Q2	$16K	Hold	340	–	–	0.01%	198
2018 Q1	$17K	Buy	+340	New	+$17.4K	0.01%	193

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 Toronto, Ontario, Canada $570B AUM 27.57% 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

Capital Advisory Group Advisory Services's DOL Position: Q3 2022 in Review

Capital Advisory Group Advisory Services sold out of WisdomTree True Developed International Fund (DOL) in Q3 2022, closing a stake of 340 shares — an estimated $17K sold.

Capital Advisory Group Advisory Services first reported a position in DOL in Q1 2018 and held it in 16 quarters. The position peaked at $17K in Q2 2022. 76 funds tracked by Wall St. Rank hold DOL as of Q3 2022.

Capital Advisory Group Advisory Services reported no remaining WisdomTree True Developed International Fund position as of Q3 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 340 WisdomTree True Developed International Fund shares in Q3 2022, an estimated $17K.
Capital Advisory Group Advisory Services first reported a position in WisdomTree True Developed International Fund in Q1 2018 and held it in 16 quarters.
Capital Advisory Group Advisory Services's WisdomTree True Developed International Fund position peaked at $17K in Q2 2022.
76 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q3 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q3 2022, filed 7 Nov 2022.