CCA
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Clearwater Capital Advisors’s WisdomTree True Developed International Fund DOL Stock Holding History

Clearwater Capital 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
2018
Q2 		– Sell
-1,608
Closed -$80K – 268
2018
Q1 		$80K Buy
+1,608
New +$82.2K 0.02% 254

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HNB
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CIC
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Clearwater Capital Advisors's DOL Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of WisdomTree True Developed International Fund (DOL) in Q2 2018, closing a stake of 1,608 shares — an estimated $80K sold.

Clearwater Capital Advisors first reported a position in DOL in Q1 2018 and held it in 1 quarter. The position peaked at $80K in Q1 2018. 87 funds tracked by Wall St. Rank hold DOL as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining WisdomTree True Developed International Fund position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 1,608 WisdomTree True Developed International Fund shares in Q2 2018, an estimated $80K.
  • Clearwater Capital Advisors first reported a position in WisdomTree True Developed International Fund in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's WisdomTree True Developed International Fund position peaked at $80K in Q1 2018.
  • 87 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.