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Foster Dykema Cabot & Co’s WisdomTree True Developed International Fund DOL Stock Holding History

Foster Dykema Cabot & Co’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
2017
Q3 		– Sell
-4,339
Closed -$205K – 97
2017
Q2 		$205K Buy
+4,339
New +$204K 0.04% 104
2016
Q4 		– Sell
-8,371
Closed -$362K – 112
2016
Q3 		$362K Buy
+8,371
New +$357K 0.08% 89

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
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Foster Dykema Cabot & Co's DOL Position: Q3 2017 in Review

Foster Dykema Cabot & Co sold out of WisdomTree True Developed International Fund (DOL) in Q3 2017, closing a stake of 4,339 shares — an estimated $205K sold.

Foster Dykema Cabot & Co first reported a position in DOL in Q3 2016 and held it in 2 quarters. The position peaked at $362K in Q3 2016. 69 funds tracked by Wall St. Rank hold DOL as of Q3 2017.

  • Foster Dykema Cabot & Co reported no remaining WisdomTree True Developed International Fund position as of Q3 2017 after selling out during the quarter.
  • Foster Dykema Cabot & Co sold 4,339 WisdomTree True Developed International Fund shares in Q3 2017, an estimated $205K.
  • Foster Dykema Cabot & Co first reported a position in WisdomTree True Developed International Fund in Q3 2016 and held it in 2 quarters.
  • Foster Dykema Cabot & Co's WisdomTree True Developed International Fund position peaked at $362K in Q3 2016.
  • 69 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q3 2017.

Based on Foster Dykema Cabot & Co's 13F filing for Q3 2017, filed 14 Nov 2017.