CAC
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Certified Advisory Corp’s WisdomTree True Developed International Fund DOL Stock Holding History

Certified Advisory Corp’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
Q1 		– Sell
-3,215
Closed -$162K – 746
2017
Q4 		$162K Buy
+3,215
New +$161K 0.12% 130

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PV
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HNB
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CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Royal Bank of Canada
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

Certified Advisory Corp's DOL Position: Q1 2018 in Review

Certified Advisory Corp sold out of WisdomTree True Developed International Fund (DOL) in Q1 2018, closing a stake of 3,215 shares — an estimated $162K sold.

Certified Advisory Corp first reported a position in DOL in Q4 2017 and held it in 1 quarter. The position peaked at $162K in Q4 2017. 86 funds tracked by Wall St. Rank hold DOL as of Q1 2018.

  • Certified Advisory Corp reported no remaining WisdomTree True Developed International Fund position as of Q1 2018 after selling out during the quarter.
  • Certified Advisory Corp sold 3,215 WisdomTree True Developed International Fund shares in Q1 2018, an estimated $162K.
  • Certified Advisory Corp first reported a position in WisdomTree True Developed International Fund in Q4 2017 and held it in 1 quarter.
  • Certified Advisory Corp's WisdomTree True Developed International Fund position peaked at $162K in Q4 2017.
  • 86 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2018.

Based on Certified Advisory Corp's 13F filing for Q1 2018, filed 30 Apr 2018.