PWM
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Provident Wealth Management’s WisdomTree True Developed International Fund DOL Stock Holding History

Provident Wealth 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
2020
Q2 		– Sell
-664
Closed -$25K – 70
2020
Q1 		$25K Sell
664
-141
-18% -$6.24K 0.03% 47
2019
Q4 		$39K Buy
+805
New +$38.2K 0.03% 49

Other funds holding DOL

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 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
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return

Provident Wealth Management's DOL Position: Q2 2020 in Review

Provident Wealth Management sold out of WisdomTree True Developed International Fund (DOL) in Q2 2020, closing a stake of 664 shares — an estimated $25K sold.

Provident Wealth Management first reported a position in DOL in Q4 2019 and held it in 2 quarters. The position peaked at $39K in Q4 2019. 70 funds tracked by Wall St. Rank hold DOL as of Q2 2020.

  • Provident Wealth Management reported no remaining WisdomTree True Developed International Fund position as of Q2 2020 after selling out during the quarter.
  • Provident Wealth Management sold 664 WisdomTree True Developed International Fund shares in Q2 2020, an estimated $25K.
  • Provident Wealth Management first reported a position in WisdomTree True Developed International Fund in Q4 2019 and held it in 2 quarters.
  • Provident Wealth Management's WisdomTree True Developed International Fund position peaked at $39K in Q4 2019.
  • 70 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2020.

Based on Provident Wealth Management's 13F filing for Q2 2020, filed 20 Jul 2020.