DI
DOL icon

Disciplined Investments’s WisdomTree True Developed International Fund DOL Stock Holding History

Disciplined Investments’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
2020
Q4 		– Sell
-36
Closed -$2K – 336
2020
Q3 		$2K Hold
36
– – ﹤0.01% 338
2020
Q2 		$1K Buy
+36
New +$1.41K ﹤0.01% 375

Other funds holding DOL

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Disciplined Investments's DOL Position: Q4 2020 in Review

Disciplined Investments sold out of WisdomTree True Developed International Fund (DOL) in Q4 2020, closing a stake of 36 shares — an estimated $2K sold.

Disciplined Investments first reported a position in DOL in Q2 2020 and held it in 2 quarters. The position peaked at $2K in Q3 2020. 72 funds tracked by Wall St. Rank hold DOL as of Q4 2020.

  • Disciplined Investments reported no remaining WisdomTree True Developed International Fund position as of Q4 2020 after selling out during the quarter.
  • Disciplined Investments sold 36 WisdomTree True Developed International Fund shares in Q4 2020, an estimated $2K.
  • Disciplined Investments first reported a position in WisdomTree True Developed International Fund in Q2 2020 and held it in 2 quarters.
  • Disciplined Investments's WisdomTree True Developed International Fund position peaked at $2K in Q3 2020.
  • 72 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q4 2020.

Based on Disciplined Investments's 13F filing for Q4 2020, filed 12 Feb 2021.