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

OneDigital 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
2024 Q4	–	Sell	-14,069	Closed	-$759K	–	1430
2024 Q3	$759K	Sell	14,069 -923	-6%	-$48.3K	0.01%	763
2024 Q2	$760K	Sell	14,992 -3,064	-17%	-$158K	0.01%	726
2024 Q1	$934K	Sell	18,056 -1,988	-10%	-$99K	0.01%	527
2023 Q4	$987K	Buy	20,044 +3,347	+20%	+$156K	0.02%	485
2023 Q3	$762K	Buy	16,697 +5,302	+47%	+$249K	0.02%	503
2023 Q2	$538K	Buy	11,395 +218	+2%	+$10.4K	0.01%	614
2023 Q1	$522K	Buy	11,177 +25	+0.2%	+$1.16K	0.01%	600
2022 Q4	$491K	Buy	+11,152	New	+$466K	0.01%	526

Other funds holding DOL

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CFP

Cascade Financial Partners San Diego, California $970M AUM 19.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OneDigital Investment Advisors's DOL Position: Q4 2024 in Review

OneDigital Investment Advisors sold out of WisdomTree True Developed International Fund (DOL) in Q4 2024, closing a stake of 14,069 shares — an estimated $759K sold.

OneDigital Investment Advisors first reported a position in DOL in Q4 2022 and held it in 8 quarters. The position peaked at $987K in Q4 2023. 96 funds tracked by Wall St. Rank hold DOL as of Q4 2024.

OneDigital Investment Advisors reported no remaining WisdomTree True Developed International Fund position as of Q4 2024 after selling out during the quarter.
OneDigital Investment Advisors sold 14,069 WisdomTree True Developed International Fund shares in Q4 2024, an estimated $759K.
OneDigital Investment Advisors first reported a position in WisdomTree True Developed International Fund in Q4 2022 and held it in 8 quarters.
OneDigital Investment Advisors's WisdomTree True Developed International Fund position peaked at $987K in Q4 2023.
96 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q4 2024.

Based on OneDigital Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.