Pacifica Partners’s WisdomTree True Developed International Fund DOL Stock Holding History

Pacifica Partners’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
2022 Q4	–	Sell	-2,091	Closed	-$81K	–	474
2022 Q3	$81K	Sell	2,091 -1,053	-33%	-$43.6K	0.06%	135
2022 Q2	$135K	Hold	3,144	–	–	0.09%	108
2022 Q1	$150K	Hold	3,144	–	–	0.1%	101
2021 Q4	$159K	Buy	+3,144	New	+$153K	0.1%	98

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

JMPWA

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

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

KFI

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

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Pacifica Partners's DOL Position: Q4 2022 in Review

Pacifica Partners sold out of WisdomTree True Developed International Fund (DOL) in Q4 2022, closing a stake of 2,091 shares — an estimated $81K sold.

Pacifica Partners first reported a position in DOL in Q4 2021 and held it in 4 quarters. The position peaked at $159K in Q4 2021. 82 funds tracked by Wall St. Rank hold DOL as of Q4 2022.

Pacifica Partners reported no remaining WisdomTree True Developed International Fund position as of Q4 2022 after selling out during the quarter.
Pacifica Partners sold 2,091 WisdomTree True Developed International Fund shares in Q4 2022, an estimated $81K.
Pacifica Partners first reported a position in WisdomTree True Developed International Fund in Q4 2021 and held it in 4 quarters.
Pacifica Partners's WisdomTree True Developed International Fund position peaked at $159K in Q4 2021.
82 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q4 2022.

Based on Pacifica Partners's 13F filing for Q4 2022, filed 12 Jan 2023.