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Nordwand Advisors’s WisdomTree True Developed International Fund DOL Stock Holding History

Nordwand 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
2024
Q2 		– Sell
-1,057
Closed -$54.7K – 157
2024
Q1 		$54.7K Hold
1,057
– – 0.02% 69
2023
Q4 		$52.1K Hold
1,057
– – 0.01% 70
2023
Q3 		$48.2K Buy
+1,057
New +$49.6K 0.01% 66

Other funds holding DOL

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
CFP
Cascade Financial Partners San Diego, California $1.15B AUM 33.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nordwand Advisors's DOL Position: Q2 2024 in Review

Nordwand Advisors sold out of WisdomTree True Developed International Fund (DOL) in Q2 2024, closing a stake of 1,057 shares — an estimated $54.7K sold.

Nordwand Advisors first reported a position in DOL in Q3 2023 and held it in 3 quarters. The position peaked at $54.7K in Q1 2024. 92 funds tracked by Wall St. Rank hold DOL as of Q2 2024.

  • Nordwand Advisors reported no remaining WisdomTree True Developed International Fund position as of Q2 2024 after selling out during the quarter.
  • Nordwand Advisors sold 1,057 WisdomTree True Developed International Fund shares in Q2 2024, an estimated $54.7K.
  • Nordwand Advisors first reported a position in WisdomTree True Developed International Fund in Q3 2023 and held it in 3 quarters.
  • Nordwand Advisors's WisdomTree True Developed International Fund position peaked at $54.7K in Q1 2024.
  • 92 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2024.

Based on Nordwand Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.