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

Optimum 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 Q2	–	Sell	-120	Closed	-$4K	–	877
2020 Q1	$4K	Sell	120 -1,750	-94%	-$77.5K	﹤0.01%	766
2019 Q4	$92K	Hold	1,870	–	–	0.03%	401
2019 Q3	$86K	Hold	1,870	–	–	0.03%	396
2019 Q2	$88K	Hold	1,870	–	–	0.03%	397
2019 Q1	$87K	Hold	1,870	–	–	0.03%	402
2018 Q4	$80K	Hold	1,870	–	–	0.03%	384
2018 Q3	$90K	Hold	1,870	–	–	0.02%	415
2018 Q2	$89K	Sell	1,870 -72	-4%	-$3.61K	0.03%	413
2018 Q1	$97K	Buy	+1,942	New	+$99.3K	0.03%	407
2015 Q1	$176K	Sell	3,604 -4,450	-55%	-$215K	0.06%	304
2014 Q4	$376K	Sell	8,054 -210	-3%	-$10.2K	0.12%	182
2014 Q3	$413K	Sell	8,264 -95	-1%	-$4.97K	0.14%	164
2014 Q2	$447K	Hold	8,359	–	–	0.14%	163
2014 Q1	$434K	Buy	8,359 +40	+0.5%	+$2.05K	0.16%	146
2013 Q4	$432K	Buy	8,319 +1,200	+17%	+$60.9K	0.16%	147
2013 Q3	$352K	Buy	+7,119	New	+$337K	0.14%	155

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return

Optimum Investment Advisors's DOL Position: Q2 2020 in Review

Optimum Investment Advisors sold out of WisdomTree True Developed International Fund (DOL) in Q2 2020, closing a stake of 120 shares — an estimated $4K sold.

Optimum Investment Advisors first reported a position in DOL in Q3 2013 and held it in 16 quarters. The position peaked at $447K in Q2 2014. 70 funds tracked by Wall St. Rank hold DOL as of Q2 2020.

Optimum Investment Advisors reported no remaining WisdomTree True Developed International Fund position as of Q2 2020 after selling out during the quarter.
Optimum Investment Advisors sold 120 WisdomTree True Developed International Fund shares in Q2 2020, an estimated $4K.
Optimum Investment Advisors first reported a position in WisdomTree True Developed International Fund in Q3 2013 and held it in 16 quarters.
Optimum Investment Advisors's WisdomTree True Developed International Fund position peaked at $447K in Q2 2014.
70 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2020.

Based on Optimum Investment Advisors's 13F filing for Q2 2020, filed 16 Jul 2020.