CAL
DOL icon

Capital Analysts LLC’s WisdomTree True Developed International Fund DOL Stock Holding History

Capital Analysts LLC’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
Q4 		– Sell
-380
Closed -$17K – 1117
2023
Q3 		$17K Hold
380
– – ﹤0.01% 792
2023
Q2 		$18K Buy
+380
New +$18.1K ﹤0.01% 739

Other funds holding DOL

Creative Planning
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Capital Analysts LLC's DOL Position: Q4 2023 in Review

Capital Analysts LLC sold out of WisdomTree True Developed International Fund (DOL) in Q4 2023, closing a stake of 380 shares — an estimated $17K sold.

Capital Analysts LLC first reported a position in DOL in Q2 2023 and held it in 2 quarters. The position peaked at $18K in Q2 2023. 92 funds tracked by Wall St. Rank hold DOL as of Q4 2023.

  • Capital Analysts LLC reported no remaining WisdomTree True Developed International Fund position as of Q4 2023 after selling out during the quarter.
  • Capital Analysts LLC sold 380 WisdomTree True Developed International Fund shares in Q4 2023, an estimated $17K.
  • Capital Analysts LLC first reported a position in WisdomTree True Developed International Fund in Q2 2023 and held it in 2 quarters.
  • Capital Analysts LLC's WisdomTree True Developed International Fund position peaked at $18K in Q2 2023.
  • 92 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q4 2023.

Based on Capital Analysts LLC's 13F filing for Q4 2023, filed 30 Jan 2024.