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PSI Advisors’s WisdomTree True Developed International Fund DOL Stock Holding History

PSI Advisors’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
2025
Q1 		– Sell
-1,297
Closed -$64.1K – 789
2024
Q4 		$64.1K Sell
1,297
-1,081
-45% -$55.5K 0.02% 240
2024
Q3 		$128K Sell
2,378
-773
-25% -$40.5K 0.04% 163
2024
Q2 		$160K Sell
3,151
-2,290
-42% -$118K 0.05% 144
2024
Q1 		$281K Sell
5,441
-1,071
-16% -$53.3K 0.1% 105
2023
Q4 		$321K Buy
6,512
+105
+2% +$4.89K 0.12% 99
2023
Q3 		$292K Buy
6,407
+2,351
+58% +$110K 0.13% 101
2023
Q2 		$191K Buy
4,056
+63
+2% +$2.99K 0.08% 125
2023
Q1 		$186K Buy
+3,993
New +$186K 0.09% 118

Other funds holding DOL

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CFP
Cascade Financial Partners San Diego, California $1.15B AUM 33.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PSI Advisors's DOL Position: Q1 2025 in Review

PSI Advisors sold out of WisdomTree True Developed International Fund (DOL) in Q1 2025, closing a stake of 1,297 shares — an estimated $64.1K sold.

PSI Advisors first reported a position in DOL in Q1 2023 and held it in 8 quarters. The position peaked at $321K in Q4 2023. 91 funds tracked by Wall St. Rank hold DOL as of Q1 2025.

  • PSI Advisors reported no remaining WisdomTree True Developed International Fund position as of Q1 2025 after selling out during the quarter.
  • PSI Advisors sold 1,297 WisdomTree True Developed International Fund shares in Q1 2025, an estimated $64.1K.
  • PSI Advisors first reported a position in WisdomTree True Developed International Fund in Q1 2023 and held it in 8 quarters.
  • PSI Advisors's WisdomTree True Developed International Fund position peaked at $321K in Q4 2023.
  • 91 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.