CI
DOL icon

CX Institutional’s WisdomTree True Developed International Fund DOL Stock Holding History

CX Institutional’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
2023
Q4 		– Sell
-131,072
Closed -$5.98M – 534
2023
Q3 		$5.98M Buy
+131,072
New +$6.15M 0.33% 79

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CX Institutional's DOL Position: Q4 2023 in Review

CX Institutional sold out of WisdomTree True Developed International Fund (DOL) in Q4 2023, closing a stake of 131,072 shares — an estimated $5.98M sold.

CX Institutional first reported a position in DOL in Q3 2023 and held it in 1 quarter. The position peaked at $5.98M in Q3 2023. 92 funds tracked by Wall St. Rank hold DOL as of Q4 2023.

  • CX Institutional reported no remaining WisdomTree True Developed International Fund position as of Q4 2023 after selling out during the quarter.
  • CX Institutional sold 131,072 WisdomTree True Developed International Fund shares in Q4 2023, an estimated $5.98M.
  • CX Institutional first reported a position in WisdomTree True Developed International Fund in Q3 2023 and held it in 1 quarter.
  • CX Institutional's WisdomTree True Developed International Fund position peaked at $5.98M in Q3 2023.
  • 92 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q4 2023.

Based on CX Institutional's 13F filing for Q4 2023, filed 12 Jan 2024.