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

Modera 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
2016
Q2 		– Sell
-20,135
Closed -$843K – 109
2016
Q1 		$843K Buy
+20,135
New +$819K 0.29% 38

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FBNAT
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TF
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Modera Wealth Management's DOL Position: Q2 2016 in Review

Modera Wealth Management sold out of WisdomTree True Developed International Fund (DOL) in Q2 2016, closing a stake of 20,135 shares — an estimated $843K sold.

Modera Wealth Management first reported a position in DOL in Q1 2016 and held it in 1 quarter. The position peaked at $843K in Q1 2016. 67 funds tracked by Wall St. Rank hold DOL as of Q2 2016.

  • Modera Wealth Management reported no remaining WisdomTree True Developed International Fund position as of Q2 2016 after selling out during the quarter.
  • Modera Wealth Management sold 20,135 WisdomTree True Developed International Fund shares in Q2 2016, an estimated $843K.
  • Modera Wealth Management first reported a position in WisdomTree True Developed International Fund in Q1 2016 and held it in 1 quarter.
  • Modera Wealth Management's WisdomTree True Developed International Fund position peaked at $843K in Q1 2016.
  • 67 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2016.

Based on Modera Wealth Management's 13F filing for Q2 2016, filed 9 Aug 2016.