EWA
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Exencial Wealth Advisors’s WisdomTree True Developed International Fund DOL Stock Holding History

Exencial Wealth Advisors’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
Q3 		– Sell
-4,506
Closed -$213K – 425
2023
Q2 		$213K Buy
+4,506
New +$214K 0.01% 412

Other funds holding DOL

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HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Exencial Wealth Advisors's DOL Position: Q3 2023 in Review

Exencial Wealth Advisors sold out of WisdomTree True Developed International Fund (DOL) in Q3 2023, closing a stake of 4,506 shares — an estimated $213K sold.

Exencial Wealth Advisors first reported a position in DOL in Q2 2023 and held it in 1 quarter. The position peaked at $213K in Q2 2023. 87 funds tracked by Wall St. Rank hold DOL as of Q3 2023.

  • Exencial Wealth Advisors reported no remaining WisdomTree True Developed International Fund position as of Q3 2023 after selling out during the quarter.
  • Exencial Wealth Advisors sold 4,506 WisdomTree True Developed International Fund shares in Q3 2023, an estimated $213K.
  • Exencial Wealth Advisors first reported a position in WisdomTree True Developed International Fund in Q2 2023 and held it in 1 quarter.
  • Exencial Wealth Advisors's WisdomTree True Developed International Fund position peaked at $213K in Q2 2023.
  • 87 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q3 2023.

Based on Exencial Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.