HWM
DOL icon

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

Howard 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
Q1 		– Sell
-1,375
Closed -$67K – 207
2019
Q4 		$67K Buy
+1,375
New +$65.3K 0.06% 172

Other funds holding DOL

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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
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Howard Wealth Management's DOL Position: Q1 2020 in Review

Howard Wealth Management sold out of WisdomTree True Developed International Fund (DOL) in Q1 2020, closing a stake of 1,375 shares — an estimated $67K sold.

Howard Wealth Management first reported a position in DOL in Q4 2019 and held it in 1 quarter. The position peaked at $67K in Q4 2019. 79 funds tracked by Wall St. Rank hold DOL as of Q1 2020.

  • Howard Wealth Management reported no remaining WisdomTree True Developed International Fund position as of Q1 2020 after selling out during the quarter.
  • Howard Wealth Management sold 1,375 WisdomTree True Developed International Fund shares in Q1 2020, an estimated $67K.
  • Howard Wealth Management first reported a position in WisdomTree True Developed International Fund in Q4 2019 and held it in 1 quarter.
  • Howard Wealth Management's WisdomTree True Developed International Fund position peaked at $67K in Q4 2019.
  • 79 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.