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

Keebeck 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 Q3	–	Sell	-360	Closed	-$14K	–	228
2020 Q2	$14K	Buy	+360	New	+$14.1K	﹤0.01%	293

Other funds holding DOL

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return

Keebeck Wealth Management's DOL Position: Q3 2020 in Review

Keebeck Wealth Management sold out of WisdomTree True Developed International Fund (DOL) in Q3 2020, closing a stake of 360 shares — an estimated $14K sold.

Keebeck Wealth Management first reported a position in DOL in Q2 2020 and held it in 1 quarter. The position peaked at $14K in Q2 2020. 70 funds tracked by Wall St. Rank hold DOL as of Q3 2020.

Keebeck Wealth Management reported no remaining WisdomTree True Developed International Fund position as of Q3 2020 after selling out during the quarter.
Keebeck Wealth Management sold 360 WisdomTree True Developed International Fund shares in Q3 2020, an estimated $14K.
Keebeck Wealth Management first reported a position in WisdomTree True Developed International Fund in Q2 2020 and held it in 1 quarter.
Keebeck Wealth Management's WisdomTree True Developed International Fund position peaked at $14K in Q2 2020.
70 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q3 2020.

Based on Keebeck Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.