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Orgel Wealth Management’s WisdomTree True Developed International Fund DOL Stock Holding History

Orgel Wealth Management’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
Q1 		– Sell
-5,058
Closed -$256K – 43
2017
Q4 		$256K Buy
+5,058
New +$253K 0.06% 35

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PV
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HNB
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CIC
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Orgel Wealth Management's DOL Position: Q1 2018 in Review

Orgel Wealth Management sold out of WisdomTree True Developed International Fund (DOL) in Q1 2018, closing a stake of 5,058 shares — an estimated $256K sold.

Orgel Wealth Management first reported a position in DOL in Q4 2017 and held it in 1 quarter. The position peaked at $256K in Q4 2017. 86 funds tracked by Wall St. Rank hold DOL as of Q1 2018.

  • Orgel Wealth Management reported no remaining WisdomTree True Developed International Fund position as of Q1 2018 after selling out during the quarter.
  • Orgel Wealth Management sold 5,058 WisdomTree True Developed International Fund shares in Q1 2018, an estimated $256K.
  • Orgel Wealth Management first reported a position in WisdomTree True Developed International Fund in Q4 2017 and held it in 1 quarter.
  • Orgel Wealth Management's WisdomTree True Developed International Fund position peaked at $256K in Q4 2017.
  • 86 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2018.

Based on Orgel Wealth Management's 13F filing for Q1 2018, filed 25 Apr 2018.