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

Kiley Juergens 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 Q4	–	Sell	-1,706	Closed	-$82K	–	194
2018 Q3	$82K	Hold	1,706	–	–	0.06%	176
2018 Q2	$81K	Buy	+1,706	New	+$85.5K	0.07%	157
2018 Q1	–	Sell	-1,399	Closed	-$70K	–	217
2017 Q4	$70K	Buy	+1,399	New	+$69.9K	0.06%	161

Other funds holding DOL

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Kiley Juergens Wealth Management's DOL Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of WisdomTree True Developed International Fund (DOL) in Q4 2018, closing a stake of 1,706 shares — an estimated $82K sold.

Kiley Juergens Wealth Management first reported a position in DOL in Q4 2017 and held it in 3 quarters. The position peaked at $82K in Q3 2018. 84 funds tracked by Wall St. Rank hold DOL as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining WisdomTree True Developed International Fund position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 1,706 WisdomTree True Developed International Fund shares in Q4 2018, an estimated $82K.
Kiley Juergens Wealth Management first reported a position in WisdomTree True Developed International Fund in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's WisdomTree True Developed International Fund position peaked at $82K in Q3 2018.
84 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.