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

Centaurus Financial’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
2018
Q3 		– Sell
-780
Closed -$37K – 893
2018
Q2 		$37K Buy
+780
New +$39.1K 0.01% 1049

Other funds holding DOL

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PV
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HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Centaurus Financial's DOL Position: Q3 2018 in Review

Centaurus Financial sold out of WisdomTree True Developed International Fund (DOL) in Q3 2018, closing a stake of 780 shares — an estimated $37K sold.

Centaurus Financial first reported a position in DOL in Q2 2018 and held it in 1 quarter. The position peaked at $37K in Q2 2018. 91 funds tracked by Wall St. Rank hold DOL as of Q3 2018.

  • Centaurus Financial reported no remaining WisdomTree True Developed International Fund position as of Q3 2018 after selling out during the quarter.
  • Centaurus Financial sold 780 WisdomTree True Developed International Fund shares in Q3 2018, an estimated $37K.
  • Centaurus Financial first reported a position in WisdomTree True Developed International Fund in Q2 2018 and held it in 1 quarter.
  • Centaurus Financial's WisdomTree True Developed International Fund position peaked at $37K in Q2 2018.
  • 91 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q3 2018.

Based on Centaurus Financial's 13F filing for Q3 2018, filed 5 Nov 2018.