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Cetera Advisor Networks’s WisdomTree True Developed International Fund DOL Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$2.75M Sell
53,192
-27,579
-34% -$1.37M 0.01% 874
2023
Q4 		$3.98M Sell
80,771
-8,188
-9% -$381K 0.02% 681
2023
Q3 		$4.06M Buy
88,959
+31,833
+56% +$1.49M 0.03% 606
2023
Q2 		$2.69M Buy
57,126
+964
+2% +$45.8K 0.02% 741
2023
Q1 		$2.62M Sell
56,162
-14,706
-21% -$683K 0.02% 741
2022
Q4 		$3.12M Buy
70,868
+10,315
+17% +$431K 0.03% 625
2022
Q3 		$2.27M Sell
60,553
-9,389
-13% -$388K 0.03% 542
2022
Q2 		$2.93M Buy
69,942
+19,737
+39% +$905K 0.04% 459
2022
Q1 		$2.44M Sell
50,205
-2,887
-5% -$141K 0.03% 553
2021
Q4 		$2.62M Buy
53,092
+3,391
+7% +$165K 0.03% 502
2021
Q3 		$2.36M Buy
49,701
+1,435
+3% +$71.4K 0.03% 495
2021
Q2 		$2.38M Buy
+48,266
New +$2.4M 0.03% 472
2016
Q3 		– Sell
-4,865
Closed -$200K – 1035
2016
Q2 		$200K Hold
4,865
– – 0.01% 762
2016
Q1 		$204K Hold
4,865
– – 0.01% 744
2015
Q4 		$209K Buy
+4,865
New +$217K 0.01% 743
2014
Q4 		– Sell
-14,254
Closed -$705K – 830
2014
Q3 		$705K Buy
14,254
+1,541
+12% +$80.6K 0.05% 357
2014
Q2 		$674K Buy
12,713
+519
+4% +$27.7K 0.04% 391
2014
Q1 		$634K Sell
12,194
-2,250
-16% -$115K 0.05% 375
2013
Q4 		$751K Sell
14,444
-1,515
-9% -$76.8K 0.06% 319
2013
Q3 		$783K Buy
15,959
+4,280
+37% +$203K 0.07% 274
2013
Q2 		$514K Buy
+11,679
New +$547K 0.05% 313

Other funds holding DOL

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
CFP
Cascade Financial Partners San Diego, California $1.15B AUM 33.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Advisor Networks's DOL Position: Q1 2024 in Review

Cetera Advisor Networks reduced its WisdomTree True Developed International Fund (DOL) stake by 34% in Q1 2024, selling an estimated $1.37M and leaving 53,192 shares worth $2.75M. The position accounts for 0.01% of the portfolio, ranked #874.

Cetera Advisor Networks first reported a position in DOL in Q2 2013 and has held it in 21 quarters since. The position peaked at $4.06M in Q3 2023. 90 funds tracked by Wall St. Rank hold DOL as of Q1 2024.

  • Cetera Advisor Networks held 53,192 shares of WisdomTree True Developed International Fund worth $2.75M as of Q1 2024.
  • Cetera Advisor Networks sold 27,579 WisdomTree True Developed International Fund shares in Q1 2024, an estimated $1.37M.
  • WisdomTree True Developed International Fund made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #874 holding.
  • Cetera Advisor Networks first reported a position in WisdomTree True Developed International Fund in Q2 2013 and has held it in 21 quarters since.
  • Cetera Advisor Networks's WisdomTree True Developed International Fund position peaked at $4.06M in Q3 2023.
  • 90 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.