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Farmers & Merchants Trust Co of Chambersburg PA’s WisdomTree True Developed International Fund DOL Stock Holding History

Farmers & Merchants Trust Co of Chambersburg PA’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
2024
Q2 		– Sell
-97
Closed -$5K – 403
2024
Q1 		$5K Hold
97
– – ﹤0.01% 346
2023
Q4 		$5K Hold
97
– – ﹤0.01% 368
2023
Q3 		$4K Buy
+97
New +$4.55K ﹤0.01% 333

Other funds holding DOL

Creative Planning
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $570B AUM 27.57% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
CFP
Cascade Financial Partners San Diego, California $1.15B AUM 33.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Farmers & Merchants Trust Co of Chambersburg PA's DOL Position: Q2 2024 in Review

Farmers & Merchants Trust Co of Chambersburg PA sold out of WisdomTree True Developed International Fund (DOL) in Q2 2024, closing a stake of 97 shares — an estimated $5K sold.

Farmers & Merchants Trust Co of Chambersburg PA first reported a position in DOL in Q3 2023 and held it in 3 quarters. The position peaked at $5K in Q1 2024. 92 funds tracked by Wall St. Rank hold DOL as of Q2 2024.

  • Farmers & Merchants Trust Co of Chambersburg PA reported no remaining WisdomTree True Developed International Fund position as of Q2 2024 after selling out during the quarter.
  • Farmers & Merchants Trust Co of Chambersburg PA sold 97 WisdomTree True Developed International Fund shares in Q2 2024, an estimated $5K.
  • Farmers & Merchants Trust Co of Chambersburg PA first reported a position in WisdomTree True Developed International Fund in Q3 2023 and held it in 3 quarters.
  • Farmers & Merchants Trust Co of Chambersburg PA's WisdomTree True Developed International Fund position peaked at $5K in Q1 2024.
  • 92 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2024.

Based on Farmers & Merchants Trust Co of Chambersburg PA's 13F filing for Q2 2024, filed 23 Jul 2024.