Private Wealth Advisors (Pennsylvania)’s WisdomTree True Developed International Fund DOL Stock Holding History

Private Wealth Advisors (Pennsylvania)’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 Q1	–	Sell	-9,765	Closed	-$470K	–	98
2019 Q4	$470K	Sell	9,765 -315	-3%	-$15K	0.25%	81
2019 Q3	$463K	Sell	10,080 -1,200	-11%	-$55K	0.24%	92
2019 Q2	$531K	Buy	11,280 +75	+0.7%	+$3.51K	0.19%	99
2019 Q1	$519K	Buy	11,205 +300	+3%	+$13.6K	0.19%	101
2018 Q4	$464K	Hold	10,905	–	–	0.2%	98
2018 Q3	$526K	Buy	10,905 +2,050	+23%	+$98.8K	0.19%	96
2018 Q2	$423K	Buy	8,855 +1,600	+22%	+$80.1K	0.17%	100
2018 Q1	$361K	Hold	7,255	–	–	0.14%	105
2017 Q4	$367K	Buy	7,255 +600	+9%	+$30K	0.14%	107
2017 Q3	$330K	Buy	6,655 +1,010	+18%	+$49K	0.14%	108
2017 Q2	$267K	Buy	+5,645	New	+$266K	0.11%	113

Other funds holding DOL

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $672B AUM 33.48% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 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 $34.1B AUM 29.18% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s DOL Position: Q1 2020 in Review

Private Wealth Advisors (Pennsylvania) sold out of WisdomTree True Developed International Fund (DOL) in Q1 2020, closing a stake of 9,765 shares — an estimated $470K sold.

Private Wealth Advisors (Pennsylvania) first reported a position in DOL in Q2 2017 and held it in 11 quarters. The position peaked at $531K in Q2 2019. 79 funds tracked by Wall St. Rank hold DOL as of Q1 2020.

Private Wealth Advisors (Pennsylvania) reported no remaining WisdomTree True Developed International Fund position as of Q1 2020 after selling out during the quarter.
Private Wealth Advisors (Pennsylvania) sold 9,765 WisdomTree True Developed International Fund shares in Q1 2020, an estimated $470K.
Private Wealth Advisors (Pennsylvania) first reported a position in WisdomTree True Developed International Fund in Q2 2017 and held it in 11 quarters.
Private Wealth Advisors (Pennsylvania)'s WisdomTree True Developed International Fund position peaked at $531K in Q2 2019.
79 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q1 2020, filed 7 May 2020.