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Patriot Financial Group Insurance Agency’s WisdomTree True Developed International Fund DOL Stock Holding History

Patriot Financial Group Insurance Agency’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
Q2 		– Sell
-200
Closed -$10K – 667
2018
Q1 		$10K Buy
+200
New +$10.2K 0.01% 594

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Patriot Financial Group Insurance Agency's DOL Position: Q2 2018 in Review

Patriot Financial Group Insurance Agency sold out of WisdomTree True Developed International Fund (DOL) in Q2 2018, closing a stake of 200 shares — an estimated $10K sold.

Patriot Financial Group Insurance Agency first reported a position in DOL in Q1 2018 and held it in 1 quarter. The position peaked at $10K in Q1 2018. 87 funds tracked by Wall St. Rank hold DOL as of Q2 2018.

  • Patriot Financial Group Insurance Agency reported no remaining WisdomTree True Developed International Fund position as of Q2 2018 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 200 WisdomTree True Developed International Fund shares in Q2 2018, an estimated $10K.
  • Patriot Financial Group Insurance Agency first reported a position in WisdomTree True Developed International Fund in Q1 2018 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's WisdomTree True Developed International Fund position peaked at $10K in Q1 2018.
  • 87 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2018, filed 14 Aug 2018.