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Measured Wealth Private Client Group’s WisdomTree True Developed International Fund DOL Stock Holding History

Measured Wealth Private Client Group’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
-200
Closed -$10K – 254
2018
Q3 		$10K Buy
+200
New +$9.64K 0.01% 611

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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Measured Wealth Private Client Group's DOL Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of WisdomTree True Developed International Fund (DOL) in Q4 2018, closing a stake of 200 shares — an estimated $10K sold.

Measured Wealth Private Client Group first reported a position in DOL in Q3 2018 and held it in 1 quarter. The position peaked at $10K in Q3 2018. 84 funds tracked by Wall St. Rank hold DOL as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining WisdomTree True Developed International Fund position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 200 WisdomTree True Developed International Fund shares in Q4 2018, an estimated $10K.
  • Measured Wealth Private Client Group first reported a position in WisdomTree True Developed International Fund in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's WisdomTree True Developed International Fund position peaked at $10K in Q3 2018.
  • 84 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.