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Ironsides Asset Advisors’s WisdomTree True Developed International Fund DOL Stock Holding History

Ironsides Asset Advisors’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
-4,750
Closed -$233K – 76
2019
Q4 		$233K Hold
4,750
– – 0.07% 87
2019
Q3 		$218K Hold
4,750
– – 0.07% 90
2019
Q2 		$224K Hold
4,750
– – 0.08% 88
2019
Q1 		$220K Sell
4,750
-300
-6% -$13.6K 0.07% 89
2018
Q4 		$215K Sell
5,050
-9,700
-66% -$436K 0.08% 79
2018
Q3 		$711K Sell
14,750
-450
-3% -$21.7K 0.22% 52
2018
Q2 		$726K Hold
15,200
– – 0.25% 53
2018
Q1 		$757K Sell
15,200
-10,575
-41% -$541K 0.29% 45
2017
Q4 		$1.3M Hold
25,775
– – 0.51% 29
2017
Q3 		$1.28M Buy
25,775
+18,000
+232% +$874K 0.52% 31
2017
Q2 		$368K Sell
7,775
-150
-2% -$7.07K 0.16% 69
2017
Q1 		$360K Sell
7,925
-30,805
-80% -$1.37M 0.16% 60
2016
Q4 		$1.66M Sell
38,730
-18,185
-32% -$772K 0.45% 48
2016
Q3 		$2.46M Buy
56,915
+6,775
+14% +$289K 0.67% 33
2016
Q2 		$2.08M Sell
50,140
-16,975
-25% -$719K 0.63% 34
2016
Q1 		$2.81M Buy
67,115
+430
+0.6% +$17.5K 0.7% 31
2015
Q4 		$2.88M Buy
66,685
+36,760
+123% +$1.64M 0.77% 30
2015
Q3 		$1.27M Sell
29,925
-963
-3% -$44.5K 0.36% 58
2015
Q2 		$1.47M Buy
30,888
+3,063
+11% +$154K 0.42% 53
2015
Q1 		$1.36M Sell
27,825
-375
-1% -$18.1K 0.37% 59
2014
Q4 		$1.32M Sell
28,200
-10,450
-27% -$506K 0.36% 61
2014
Q3 		$1.93M Buy
38,650
+19,900
+106% +$1.04M 0.56% 43
2014
Q2 		$1M Buy
+18,750
New +$1M 0.29% 76

Other funds holding DOL

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

Ironsides Asset Advisors's DOL Position: Q1 2020 in Review

Ironsides Asset Advisors sold out of WisdomTree True Developed International Fund (DOL) in Q1 2020, closing a stake of 4,750 shares — an estimated $233K sold.

Ironsides Asset Advisors first reported a position in DOL in Q2 2014 and held it in 23 quarters. The position peaked at $2.88M in Q4 2015. 79 funds tracked by Wall St. Rank hold DOL as of Q1 2020.

  • Ironsides Asset Advisors reported no remaining WisdomTree True Developed International Fund position as of Q1 2020 after selling out during the quarter.
  • Ironsides Asset Advisors sold 4,750 WisdomTree True Developed International Fund shares in Q1 2020, an estimated $233K.
  • Ironsides Asset Advisors first reported a position in WisdomTree True Developed International Fund in Q2 2014 and held it in 23 quarters.
  • Ironsides Asset Advisors's WisdomTree True Developed International Fund position peaked at $2.88M in Q4 2015.
  • 79 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2020.

Based on Ironsides Asset Advisors's 13F filing for Q1 2020, filed 11 May 2020.