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Lindbrook Capital’s WisdomTree True Developed International Fund DOL Stock Holding History

Lindbrook Capital’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
2019
Q2 		– Sell
-5,046
Closed -$233K – 1420
2019
Q1 		$233K Hold
5,046
– – 0.09% 109
2018
Q4 		$214K Buy
+5,046
New +$227K 0.11% 97

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lindbrook Capital's DOL Position: Q2 2019 in Review

Lindbrook Capital sold out of WisdomTree True Developed International Fund (DOL) in Q2 2019, closing a stake of 5,046 shares — an estimated $233K sold.

Lindbrook Capital first reported a position in DOL in Q4 2018 and held it in 2 quarters. The position peaked at $233K in Q1 2019. 81 funds tracked by Wall St. Rank hold DOL as of Q2 2019.

  • Lindbrook Capital reported no remaining WisdomTree True Developed International Fund position as of Q2 2019 after selling out during the quarter.
  • Lindbrook Capital sold 5,046 WisdomTree True Developed International Fund shares in Q2 2019, an estimated $233K.
  • Lindbrook Capital first reported a position in WisdomTree True Developed International Fund in Q4 2018 and held it in 2 quarters.
  • Lindbrook Capital's WisdomTree True Developed International Fund position peaked at $233K in Q1 2019.
  • 81 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2019.

Based on Lindbrook Capital's 13F filing for Q2 2019, filed 24 Jul 2019.