Moneta Group Investment Advisors’s WisdomTree True Developed International Fund DOL Stock Holding History

Moneta Group Investment Advisors’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
2020 Q1	–	Sell	-1,225	Closed	-$60K	–	250
2019 Q4	$60K	Sell	1,225 -821	-40%	-$39K	0.01%	260
2019 Q3	$94K	Buy	+2,046	New	+$93.7K	0.01%	252

Other funds holding DOL

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 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

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

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Moneta Group Investment Advisors's DOL Position: Q1 2020 in Review

Moneta Group Investment Advisors sold out of WisdomTree True Developed International Fund (DOL) in Q1 2020, closing a stake of 1,225 shares — an estimated $60K sold.

Moneta Group Investment Advisors first reported a position in DOL in Q3 2019 and held it in 2 quarters. The position peaked at $94K in Q3 2019. 79 funds tracked by Wall St. Rank hold DOL as of Q1 2020.

Moneta Group Investment Advisors reported no remaining WisdomTree True Developed International Fund position as of Q1 2020 after selling out during the quarter.
Moneta Group Investment Advisors sold 1,225 WisdomTree True Developed International Fund shares in Q1 2020, an estimated $60K.
Moneta Group Investment Advisors first reported a position in WisdomTree True Developed International Fund in Q3 2019 and held it in 2 quarters.
Moneta Group Investment Advisors's WisdomTree True Developed International Fund position peaked at $94K in Q3 2019.
79 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2020.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2020, filed 13 May 2020.