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Homrich & Berg’s WisdomTree True Developed International Fund DOL Stock Holding History

Homrich & Berg’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
2018
Q4 		– Sell
-4,257
Closed -$205K – 305
2018
Q3 		$205K Hold
4,257
– – 0.01% 310
2018
Q2 		$203K Buy
+4,257
New +$213K 0.01% 309

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
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
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

Homrich & Berg's DOL Position: Q4 2018 in Review

Homrich & Berg sold out of WisdomTree True Developed International Fund (DOL) in Q4 2018, closing a stake of 4,257 shares — an estimated $205K sold.

Homrich & Berg first reported a position in DOL in Q2 2018 and held it in 2 quarters. The position peaked at $205K in Q3 2018. 84 funds tracked by Wall St. Rank hold DOL as of Q4 2018.

  • Homrich & Berg reported no remaining WisdomTree True Developed International Fund position as of Q4 2018 after selling out during the quarter.
  • Homrich & Berg sold 4,257 WisdomTree True Developed International Fund shares in Q4 2018, an estimated $205K.
  • Homrich & Berg first reported a position in WisdomTree True Developed International Fund in Q2 2018 and held it in 2 quarters.
  • Homrich & Berg's WisdomTree True Developed International Fund position peaked at $205K in Q3 2018.
  • 84 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q4 2018.

Based on Homrich & Berg's 13F filing for Q4 2018, filed 6 Feb 2019.