Rockbridge Investment Management’s WisdomTree True Developed International Fund DOL Stock Holding History

Rockbridge Investment Management’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	-1,057	Closed	-$52.1K	–	251
2023 Q4	$52.1K	Buy	+1,057	New	+$49.2K	0.01%	238
2022 Q3	–	Sell	-1,032	Closed	-$43.2K	–	241
2022 Q2	$43.2K	Hold	1,032	–	–	0.01%	229
2022 Q1	$50.8K	Hold	1,032	–	–	0.01%	297
2021 Q4	$51K	Buy	+1,032	New	+$50.2K	0.01%	345
2021 Q2	–	Sell	-19	Closed	-$1K	–	732
2021 Q1	$1K	Buy	+19	New	+$895	﹤0.01%	679

Other funds holding DOL

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

CFP

Cascade Financial Partners San Diego, California $970M AUM 19.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rockbridge Investment Management's DOL Position: Q1 2024 in Review

Rockbridge Investment Management sold out of WisdomTree True Developed International Fund (DOL) in Q1 2024, closing a stake of 1,057 shares — an estimated $52.1K sold.

Rockbridge Investment Management first reported a position in DOL in Q1 2021 and held it in 5 quarters. The position peaked at $52.1K in Q4 2023. 90 funds tracked by Wall St. Rank hold DOL as of Q1 2024.

Rockbridge Investment Management reported no remaining WisdomTree True Developed International Fund position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 1,057 WisdomTree True Developed International Fund shares in Q1 2024, an estimated $52.1K.
Rockbridge Investment Management first reported a position in WisdomTree True Developed International Fund in Q1 2021 and held it in 5 quarters.
Rockbridge Investment Management's WisdomTree True Developed International Fund position peaked at $52.1K in Q4 2023.
90 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.