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Risk Paradigm Group’s WisdomTree True Developed International Fund DOL Stock Holding History

Risk Paradigm Group’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
2016
Q2 		– Sell
-290
Closed -$12.1K – 229
2016
Q1 		$12.1K Hold
290
– – 0.02% 203
2015
Q4 		$12.5K Hold
290
– – 0.01% 210
2015
Q3 		$12.3K Hold
290
– – 0.03% 192
2015
Q2 		$13.8K Buy
+290
New +$14.6K 0.01% 185

Other funds holding DOL

PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
FBNAT
FirstMerit Bank N.A. Trustee Akron, Ohio $1.24B AUM 5.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TF
Trutina Financial Bellevue, Washington $76.7M AUM 19.34% 1-Year Est. Return

Risk Paradigm Group's DOL Position: Q2 2016 in Review

Risk Paradigm Group sold out of WisdomTree True Developed International Fund (DOL) in Q2 2016, closing a stake of 290 shares — an estimated $12.1K sold.

Risk Paradigm Group first reported a position in DOL in Q2 2015 and held it in 4 quarters. The position peaked at $13.8K in Q2 2015. 67 funds tracked by Wall St. Rank hold DOL as of Q2 2016.

  • Risk Paradigm Group reported no remaining WisdomTree True Developed International Fund position as of Q2 2016 after selling out during the quarter.
  • Risk Paradigm Group sold 290 WisdomTree True Developed International Fund shares in Q2 2016, an estimated $12.1K.
  • Risk Paradigm Group first reported a position in WisdomTree True Developed International Fund in Q2 2015 and held it in 4 quarters.
  • Risk Paradigm Group's WisdomTree True Developed International Fund position peaked at $13.8K in Q2 2015.
  • 67 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2016.

Based on Risk Paradigm Group's 13F filing for Q2 2016, filed 15 Aug 2016.