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

Focused 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
2019
Q1 		– Sell
-1,439
Closed -$61K – 712
2018
Q4 		$61K Buy
+1,439
New +$64.7K 0.02% 283

Other funds holding DOL

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Focused Wealth Management's DOL Position: Q1 2019 in Review

Focused Wealth Management sold out of WisdomTree True Developed International Fund (DOL) in Q1 2019, closing a stake of 1,439 shares — an estimated $61K sold.

Focused Wealth Management first reported a position in DOL in Q4 2018 and held it in 1 quarter. The position peaked at $61K in Q4 2018. 79 funds tracked by Wall St. Rank hold DOL as of Q1 2019.

  • Focused Wealth Management reported no remaining WisdomTree True Developed International Fund position as of Q1 2019 after selling out during the quarter.
  • Focused Wealth Management sold 1,439 WisdomTree True Developed International Fund shares in Q1 2019, an estimated $61K.
  • Focused Wealth Management first reported a position in WisdomTree True Developed International Fund in Q4 2018 and held it in 1 quarter.
  • Focused Wealth Management's WisdomTree True Developed International Fund position peaked at $61K in Q4 2018.
  • 79 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2019.

Based on Focused Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.