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

Cetera Advisors’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	$432K	Buy	+8,359	New	+$416K	﹤0.01%	1696

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

CFP

Cascade Financial Partners San Diego, California $970M AUM 19.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Advisors's DOL Position: Q1 2024 in Review

Cetera Advisors opened a new position in WisdomTree True Developed International Fund (DOL) in Q1 2024: 8,359 shares worth $432K. The stake represents ﹤0.01% of the portfolio and ranks #1696 among its holdings.

90 funds tracked by Wall St. Rank hold DOL as of Q1 2024.

Cetera Advisors held 8,359 shares of WisdomTree True Developed International Fund worth $432K as of Q1 2024.
WisdomTree True Developed International Fund was a new Cetera Advisors position in Q1 2024.
WisdomTree True Developed International Fund made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1696 holding.
90 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2024.

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