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DOL icon

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 $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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CFP
Cascade Financial Partners San Diego, California $970M AUM 19.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return