EWM
DOL icon

Elite Wealth Management’s WisdomTree True Developed International Fund DOL Stock Holding History

Elite Wealth Management’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
2014
Q1 		– Sell
-500
Closed -$26K – 416
2013
Q4 		$26K Hold
500
– – 0.02% 238
2013
Q3 		$25K Buy
+500
New +$23.7K 0.02% 223

Other funds holding DOL

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FBNAT
FirstMerit Bank N.A. Trustee Akron, Ohio $1.24B AUM 5.12% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Elite Wealth Management's DOL Position: Q1 2014 in Review

Elite Wealth Management sold out of WisdomTree True Developed International Fund (DOL) in Q1 2014, closing a stake of 500 shares — an estimated $26K sold.

Elite Wealth Management first reported a position in DOL in Q3 2013 and held it in 2 quarters. The position peaked at $26K in Q4 2013. 48 funds tracked by Wall St. Rank hold DOL as of Q1 2014.

  • Elite Wealth Management reported no remaining WisdomTree True Developed International Fund position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 500 WisdomTree True Developed International Fund shares in Q1 2014, an estimated $26K.
  • Elite Wealth Management first reported a position in WisdomTree True Developed International Fund in Q3 2013 and held it in 2 quarters.
  • Elite Wealth Management's WisdomTree True Developed International Fund position peaked at $26K in Q4 2013.
  • 48 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.