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

Gupta 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
2016 Q1	$5.54M	Buy	132,350 +34,666	+35%	+$1.41M	1.3%	11
2015 Q4	$4.22M	Buy	97,684 +13,201	+16%	+$588K	1.07%	19
2015 Q3	$3.59M	Buy	84,483 +42,153	+100%	+$1.95M	0.87%	23
2015 Q2	$2.02M	Sell	42,330 -170	-0.4%	-$8.55K	0.5%	52
2015 Q1	$2.07M	Buy	+42,500	New	+$2.06M	0.61%	49

Other funds holding DOL

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

FBNAT

FirstMerit Bank N.A. Trustee Akron, Ohio $1.24B AUM 5.12% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Trutina Financial Bellevue, Washington $76.7M AUM 19.34% 1-Year Est. Return

Gupta Wealth Management's DOL Position: Q1 2016 in Review

Gupta Wealth Management increased its WisdomTree True Developed International Fund (DOL) stake by 35% in Q1 2016, buying an estimated $1.41M and bringing the position to 132,350 shares worth $5.54M. The position accounts for 1.3% of the portfolio, ranked #11.

Gupta Wealth Management first reported a position in DOL in Q1 2015 and has held it in 5 quarters since. 71 funds tracked by Wall St. Rank hold DOL as of Q1 2016.

Gupta Wealth Management held 132,350 shares of WisdomTree True Developed International Fund worth $5.54M as of Q1 2016.
Gupta Wealth Management bought 34,666 WisdomTree True Developed International Fund shares in Q1 2016, an estimated $1.41M.
WisdomTree True Developed International Fund made up 1.3% of Gupta Wealth Management's portfolio in Q1 2016, its #11 holding.
Gupta Wealth Management first reported a position in WisdomTree True Developed International Fund in Q1 2015 and has held it in 5 quarters since.
71 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.