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Fiduciary Alliance’s WisdomTree True Developed International Fund DOL Stock Holding History

Fiduciary Alliance’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
-433
Closed -$20.4K – 367
2023
Q2 		$20.4K Buy
+433
New +$20.6K ﹤0.01% 450
2023
Q1 		– Sell
-433
Closed -$19.1K – 334
2022
Q4 		$19.1K Buy
+433
New +$18.1K ﹤0.01% 319

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
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

Fiduciary Alliance's DOL Position: Q3 2023 in Review

Fiduciary Alliance sold out of WisdomTree True Developed International Fund (DOL) in Q3 2023, closing a stake of 433 shares — an estimated $20.4K sold.

Fiduciary Alliance first reported a position in DOL in Q4 2022 and held it in 2 quarters. The position peaked at $20.4K in Q2 2023. 87 funds tracked by Wall St. Rank hold DOL as of Q3 2023.

  • Fiduciary Alliance reported no remaining WisdomTree True Developed International Fund position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 433 WisdomTree True Developed International Fund shares in Q3 2023, an estimated $20.4K.
  • Fiduciary Alliance first reported a position in WisdomTree True Developed International Fund in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's WisdomTree True Developed International Fund position peaked at $20.4K in Q2 2023.
  • 87 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.