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

Resurgent Financial 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
2024 Q1	–	Sell	-862	Closed	-$42.5K	–	266
2023 Q4	$42.5K	Buy	862 +6	+0.7%	+$279	0.03%	366
2023 Q3	$39.1K	Buy	856 +22	+3%	+$1.03K	0.03%	364
2023 Q2	$39.4K	Hold	834	–	–	0.03%	369
2023 Q1	$39K	Buy	834 +8	+1%	+$372	0.03%	377
2022 Q4	$36.4K	Buy	+826	New	+$34.5K	0.02%	494

Other funds holding DOL

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 New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

CFP

Cascade Financial Partners San Diego, California $1.15B AUM 33.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Resurgent Financial Advisors's DOL Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of WisdomTree True Developed International Fund (DOL) in Q1 2024, closing a stake of 862 shares — an estimated $42.5K sold.

Resurgent Financial Advisors first reported a position in DOL in Q4 2022 and held it in 5 quarters. The position peaked at $42.5K in Q4 2023. 90 funds tracked by Wall St. Rank hold DOL as of Q1 2024.

Resurgent Financial Advisors reported no remaining WisdomTree True Developed International Fund position as of Q1 2024 after selling out during the quarter.
Resurgent Financial Advisors sold 862 WisdomTree True Developed International Fund shares in Q1 2024, an estimated $42.5K.
Resurgent Financial Advisors first reported a position in WisdomTree True Developed International Fund in Q4 2022 and held it in 5 quarters.
Resurgent Financial Advisors's WisdomTree True Developed International Fund position peaked at $42.5K in Q4 2023.
90 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.