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RegentAtlantic Capital’s WisdomTree True Developed International Fund DOL Stock Holding History

RegentAtlantic Capital’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
2015
Q1 		– Sell
-100
Closed -$4.67K – 501
2014
Q4 		$4.67K Buy
+100
New +$4.85K ﹤0.01% 1022

Other funds holding DOL

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BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
FBNAT
FirstMerit Bank N.A. Trustee Akron, Ohio $1.24B AUM 5.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

RegentAtlantic Capital's DOL Position: Q1 2015 in Review

RegentAtlantic Capital sold out of WisdomTree True Developed International Fund (DOL) in Q1 2015, closing a stake of 100 shares — an estimated $4.67K sold.

RegentAtlantic Capital first reported a position in DOL in Q4 2014 and held it in 1 quarter. The position peaked at $4.67K in Q4 2014. 59 funds tracked by Wall St. Rank hold DOL as of Q1 2015.

  • RegentAtlantic Capital reported no remaining WisdomTree True Developed International Fund position as of Q1 2015 after selling out during the quarter.
  • RegentAtlantic Capital sold 100 WisdomTree True Developed International Fund shares in Q1 2015, an estimated $4.67K.
  • RegentAtlantic Capital first reported a position in WisdomTree True Developed International Fund in Q4 2014 and held it in 1 quarter.
  • RegentAtlantic Capital's WisdomTree True Developed International Fund position peaked at $4.67K in Q4 2014.
  • 59 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2015.

Based on RegentAtlantic Capital's 13F filing for Q1 2015, filed 27 Apr 2015.