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

Frontier 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
2020 Q4	–	Sell	-4,850	Closed	-$200K	–	378
2020 Q3	$200K	Buy	+4,850	New	+$205K	0.02%	341
2015 Q3	–	Sell	-9,442	Closed	-$451K	–	355
2015 Q2	$451K	Sell	9,442 -10,123	-52%	-$509K	0.07%	212
2015 Q1	$954K	Buy	+19,565	New	+$946K	0.15%	108

Other funds holding DOL

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Frontier Wealth Management's DOL Position: Q4 2020 in Review

Frontier Wealth Management sold out of WisdomTree True Developed International Fund (DOL) in Q4 2020, closing a stake of 4,850 shares — an estimated $200K sold.

Frontier Wealth Management first reported a position in DOL in Q1 2015 and held it in 3 quarters. The position peaked at $954K in Q1 2015. 72 funds tracked by Wall St. Rank hold DOL as of Q4 2020.

Frontier Wealth Management reported no remaining WisdomTree True Developed International Fund position as of Q4 2020 after selling out during the quarter.
Frontier Wealth Management sold 4,850 WisdomTree True Developed International Fund shares in Q4 2020, an estimated $200K.
Frontier Wealth Management first reported a position in WisdomTree True Developed International Fund in Q1 2015 and held it in 3 quarters.
Frontier Wealth Management's WisdomTree True Developed International Fund position peaked at $954K in Q1 2015.
72 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q4 2020.

Based on Frontier Wealth Management's 13F filing for Q4 2020, filed 16 Feb 2021.