Main Street Financial Solutions’s WisdomTree True Developed International Fund DOL Stock Holding History

Main Street Financial Solutions’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
2022 Q4	–	Sell	-8,848	Closed	-$331K	–	441
2022 Q3	$331K	Sell	8,848 -440	-5%	-$18.2K	0.05%	306
2022 Q2	$389K	Hold	9,288	–	–	0.05%	286
2022 Q1	$452K	Sell	9,288 -140	-1%	-$6.86K	0.07%	273
2021 Q4	$466K	Hold	9,428	–	–	0.07%	282
2021 Q3	$448K	Sell	9,428 -36	-0.4%	-$1.79K	0.07%	278
2021 Q2	$467K	Buy	9,464 +928	+11%	+$46.1K	0.08%	257
2021 Q1	$404K	Buy	+8,536	New	+$402K	0.07%	258

Other funds holding DOL

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KFI

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

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

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

Main Street Financial Solutions's DOL Position: Q4 2022 in Review

Main Street Financial Solutions sold out of WisdomTree True Developed International Fund (DOL) in Q4 2022, closing a stake of 8,848 shares — an estimated $331K sold.

Main Street Financial Solutions first reported a position in DOL in Q1 2021 and held it in 7 quarters. The position peaked at $467K in Q2 2021. 82 funds tracked by Wall St. Rank hold DOL as of Q4 2022.

Main Street Financial Solutions reported no remaining WisdomTree True Developed International Fund position as of Q4 2022 after selling out during the quarter.
Main Street Financial Solutions sold 8,848 WisdomTree True Developed International Fund shares in Q4 2022, an estimated $331K.
Main Street Financial Solutions first reported a position in WisdomTree True Developed International Fund in Q1 2021 and held it in 7 quarters.
Main Street Financial Solutions's WisdomTree True Developed International Fund position peaked at $467K in Q2 2021.
82 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q4 2022.

Based on Main Street Financial Solutions's 13F filing for Q4 2022, filed 30 Jan 2023.