PAM
DOL icon

Peak Asset Management’s WisdomTree True Developed International Fund DOL Stock Holding History

Peak Asset 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
2019
Q3 		– Sell
-4,298
Closed -$202K – 125
2019
Q2 		$202K Buy
+4,298
New +$201K 0.07% 122

Other funds holding DOL

Creative Planning
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Peak Asset Management's DOL Position: Q3 2019 in Review

Peak Asset Management sold out of WisdomTree True Developed International Fund (DOL) in Q3 2019, closing a stake of 4,298 shares — an estimated $202K sold.

Peak Asset Management first reported a position in DOL in Q2 2019 and held it in 1 quarter. The position peaked at $202K in Q2 2019. 81 funds tracked by Wall St. Rank hold DOL as of Q3 2019.

  • Peak Asset Management reported no remaining WisdomTree True Developed International Fund position as of Q3 2019 after selling out during the quarter.
  • Peak Asset Management sold 4,298 WisdomTree True Developed International Fund shares in Q3 2019, an estimated $202K.
  • Peak Asset Management first reported a position in WisdomTree True Developed International Fund in Q2 2019 and held it in 1 quarter.
  • Peak Asset Management's WisdomTree True Developed International Fund position peaked at $202K in Q2 2019.
  • 81 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q3 2019.

Based on Peak Asset Management's 13F filing for Q3 2019, filed 12 Nov 2019.