NWS
DOL icon

Newport Wealth Strategies’s WisdomTree True Developed International Fund DOL Stock Holding History

Newport Wealth Strategies’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
Q2 		– Sell
-5,033
Closed -$251K – 88
2018
Q1 		$251K Hold
5,033
– – 0.2% 79
2017
Q4 		$268K Buy
+5,033
New +$252K 0.19% 88

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
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Newport Wealth Strategies's DOL Position: Q2 2018 in Review

Newport Wealth Strategies sold out of WisdomTree True Developed International Fund (DOL) in Q2 2018, closing a stake of 5,033 shares — an estimated $251K sold.

Newport Wealth Strategies first reported a position in DOL in Q4 2017 and held it in 2 quarters. The position peaked at $268K in Q4 2017. 87 funds tracked by Wall St. Rank hold DOL as of Q2 2018.

  • Newport Wealth Strategies reported no remaining WisdomTree True Developed International Fund position as of Q2 2018 after selling out during the quarter.
  • Newport Wealth Strategies sold 5,033 WisdomTree True Developed International Fund shares in Q2 2018, an estimated $251K.
  • Newport Wealth Strategies first reported a position in WisdomTree True Developed International Fund in Q4 2017 and held it in 2 quarters.
  • Newport Wealth Strategies's WisdomTree True Developed International Fund position peaked at $268K in Q4 2017.
  • 87 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2018.

Based on Newport Wealth Strategies's 13F filing for Q2 2018, filed 6 Aug 2018.