Concourse Financial Group Securities’s WisdomTree True Developed International Fund DOL Stock Holding History

Concourse Financial Group Securities’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
2025 Q1	–	Sell	-210	Closed	-$10.7K	–	529
2024 Q4	$10.7K	Hold	210	–	–	﹤0.01%	1709
2024 Q3	$11.3K	Hold	210	–	–	﹤0.01%	1666
2024 Q2	$10.7K	Buy	+210	New	+$10.8K	﹤0.01%	1671

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

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Concourse Financial Group Securities's DOL Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of WisdomTree True Developed International Fund (DOL) in Q1 2025, closing a stake of 210 shares — an estimated $10.7K sold.

Concourse Financial Group Securities first reported a position in DOL in Q2 2024 and held it in 3 quarters. The position peaked at $11.3K in Q3 2024. 91 funds tracked by Wall St. Rank hold DOL as of Q1 2025.

Concourse Financial Group Securities reported no remaining WisdomTree True Developed International Fund position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 210 WisdomTree True Developed International Fund shares in Q1 2025, an estimated $10.7K.
Concourse Financial Group Securities first reported a position in WisdomTree True Developed International Fund in Q2 2024 and held it in 3 quarters.
Concourse Financial Group Securities's WisdomTree True Developed International Fund position peaked at $11.3K in Q3 2024.
91 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.