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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Bank of America

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

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

Royal Bank of Canada

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

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

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return