LWI
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Long Wharf Investors’s WisdomTree True Developed International Fund DOL Stock Holding History

Long Wharf Investors’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
2014
Q1 		– Sell
-7,960
Closed -$414K – 152
2013
Q4 		$414K Buy
7,960
+60
+0.8% +$3.04K 0.37% 87
2013
Q3 		$390K Buy
+7,900
New +$374K 0.37% 86

Other funds holding DOL

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FBNAT
FirstMerit Bank N.A. Trustee Akron, Ohio $1.24B AUM 5.12% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Long Wharf Investors's DOL Position: Q1 2014 in Review

Long Wharf Investors sold out of WisdomTree True Developed International Fund (DOL) in Q1 2014, closing a stake of 7,960 shares — an estimated $414K sold.

Long Wharf Investors first reported a position in DOL in Q3 2013 and held it in 2 quarters. The position peaked at $414K in Q4 2013. 48 funds tracked by Wall St. Rank hold DOL as of Q1 2014.

  • Long Wharf Investors reported no remaining WisdomTree True Developed International Fund position as of Q1 2014 after selling out during the quarter.
  • Long Wharf Investors sold 7,960 WisdomTree True Developed International Fund shares in Q1 2014, an estimated $414K.
  • Long Wharf Investors first reported a position in WisdomTree True Developed International Fund in Q3 2013 and held it in 2 quarters.
  • Long Wharf Investors's WisdomTree True Developed International Fund position peaked at $414K in Q4 2013.
  • 48 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2014.

Based on Long Wharf Investors's 13F filing for Q1 2014, filed 29 Apr 2014.