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

Evoke Wealth’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
2022 Q4	–	Sell	-3,315	Closed	-$124K	–	577
2022 Q3	$124K	Hold	3,315	–	–	0.01%	385
2022 Q2	$139K	Hold	3,315	–	–	0.01%	369
2022 Q1	$161K	Hold	3,315	–	–	0.01%	378
2021 Q4	$164K	Hold	3,315	–	–	0.01%	386
2021 Q3	$157K	Sell	3,315 -156	-4%	-$7.77K	0.01%	365
2021 Q2	$171K	Buy	+3,471	New	+$172K	0.01%	377

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Evoke Wealth's DOL Position: Q4 2022 in Review

Evoke Wealth sold out of WisdomTree True Developed International Fund (DOL) in Q4 2022, closing a stake of 3,315 shares — an estimated $124K sold.

Evoke Wealth first reported a position in DOL in Q2 2021 and held it in 6 quarters. The position peaked at $171K in Q2 2021. 82 funds tracked by Wall St. Rank hold DOL as of Q4 2022.

Evoke Wealth reported no remaining WisdomTree True Developed International Fund position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 3,315 WisdomTree True Developed International Fund shares in Q4 2022, an estimated $124K.
Evoke Wealth first reported a position in WisdomTree True Developed International Fund in Q2 2021 and held it in 6 quarters.
Evoke Wealth's WisdomTree True Developed International Fund position peaked at $171K in Q2 2021.
82 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.