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

IHT 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
2018
Q2 		– Sell
-100
Closed -$5K – 652
2018
Q1 		$5K Hold
100
– – ﹤0.01% 1333
2017
Q4 		$5K Buy
+100
New +$5K ﹤0.01% 1326

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
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
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 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

IHT Wealth Management's DOL Position: Q2 2018 in Review

IHT Wealth Management sold out of WisdomTree True Developed International Fund (DOL) in Q2 2018, closing a stake of 100 shares — an estimated $5K sold.

IHT Wealth Management first reported a position in DOL in Q4 2017 and held it in 2 quarters. The position peaked at $5K in Q1 2018. 87 funds tracked by Wall St. Rank hold DOL as of Q2 2018.

  • IHT Wealth Management reported no remaining WisdomTree True Developed International Fund position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 100 WisdomTree True Developed International Fund shares in Q2 2018, an estimated $5K.
  • IHT Wealth Management first reported a position in WisdomTree True Developed International Fund in Q4 2017 and held it in 2 quarters.
  • IHT Wealth Management's WisdomTree True Developed International Fund position peaked at $5K in Q1 2018.
  • 87 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.