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Old Mission Capital’s WisdomTree True Developed International Fund DOL Stock Holding History

Old Mission Capital’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
-19,069
Closed -$986K – 1384
2024
Q1 		$986K Buy
19,069
+5,083
+36% +$253K 0.02% 518
2023
Q4 		$689K Buy
+13,986
New +$651K 0.01% 661
2023
Q3 		– Sell
-57,911
Closed -$2.73M – 1341
2023
Q2 		$2.73M Buy
57,911
+43,698
+307% +$2.08M 0.06% 209
2023
Q1 		$664K Buy
14,213
+2,807
+25% +$130K 0.01% 646
2022
Q4 		$502K Sell
11,406
-866
-7% -$36.2K 0.01% 724
2022
Q3 		$459K Sell
12,272
-27,245
-69% -$1.13M 0.01% 600
2022
Q2 		$1.65M Buy
+39,517
New +$1.81M 0.05% 391
2018
Q4 		– Sell
-5,375
Closed -$259K – 302
2018
Q3 		$259K Sell
5,375
-37,665
-88% -$1.82M 0.04% 207
2018
Q2 		$2.06M Buy
43,040
+38,161
+782% +$1.91M 0.23% 59
2018
Q1 		$243K Buy
4,879
+783
+19% +$40K 0.03% 218
2017
Q4 		$207K Sell
4,096
-9,278
-69% -$464K 0.01% 348
2017
Q3 		$662K Buy
+13,374
New +$649K 0.06% 173
2017
Q2 		– Sell
-9,303
Closed -$422K – 288
2017
Q1 		$422K Buy
+9,303
New +$413K 0.05% 217
2016
Q3 		– Sell
-23,700
Closed -$981K – 367
2016
Q2 		$981K Buy
+23,700
New +$1M 0.07% 149
2015
Q4 		– Sell
-8,010
Closed -$340K – 294
2015
Q3 		$340K Buy
8,010
+2,961
+59% +$137K 0.05% 159
2015
Q2 		$241K Buy
+5,049
New +$254K 0.03% 188
2015
Q1 		– Sell
-11,747
Closed -$549K – 218
2014
Q4 		$549K Buy
+11,747
New +$569K 0.1% 125

Other funds holding DOL

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
CFP
Cascade Financial Partners San Diego, California $970M AUM 19.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Old Mission Capital's DOL Position: Q2 2024 in Review

Old Mission Capital sold out of WisdomTree True Developed International Fund (DOL) in Q2 2024, closing a stake of 19,069 shares — an estimated $986K sold.

Old Mission Capital first reported a position in DOL in Q4 2014 and held it in 17 quarters. The position peaked at $2.73M in Q2 2023. 92 funds tracked by Wall St. Rank hold DOL as of Q2 2024.

  • Old Mission Capital reported no remaining WisdomTree True Developed International Fund position as of Q2 2024 after selling out during the quarter.
  • Old Mission Capital sold 19,069 WisdomTree True Developed International Fund shares in Q2 2024, an estimated $986K.
  • Old Mission Capital first reported a position in WisdomTree True Developed International Fund in Q4 2014 and held it in 17 quarters.
  • Old Mission Capital's WisdomTree True Developed International Fund position peaked at $2.73M in Q2 2023.
  • 92 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2024.

Based on Old Mission Capital's 13F filing for Q2 2024, filed 14 Aug 2024.