Running Point Capital Advisors’s WisdomTree True Developed International Fund DOL Stock Holding History

Running Point Capital 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
2021 Q4	–	Sell	-6,038	Closed	-$287K	–	128
2021 Q3	$287K	Hold	6,038	–	–	0.13%	86
2021 Q2	$298K	Hold	6,038	–	–	0.14%	77
2021 Q1	$286K	Hold	6,038	–	–	0.16%	66
2020 Q4	$277K	Buy	+6,038	New	+$262K	0.16%	63

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

KFI

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

EFA

Evernest Financial Advisors Carmel, Indiana $481M AUM 19.97% 1-Year Est. Return

Running Point Capital Advisors's DOL Position: Q4 2021 in Review

Running Point Capital Advisors sold out of WisdomTree True Developed International Fund (DOL) in Q4 2021, closing a stake of 6,038 shares — an estimated $287K sold.

Running Point Capital Advisors first reported a position in DOL in Q4 2020 and held it in 4 quarters. The position peaked at $298K in Q2 2021. 82 funds tracked by Wall St. Rank hold DOL as of Q4 2021.

Running Point Capital Advisors reported no remaining WisdomTree True Developed International Fund position as of Q4 2021 after selling out during the quarter.
Running Point Capital Advisors sold 6,038 WisdomTree True Developed International Fund shares in Q4 2021, an estimated $287K.
Running Point Capital Advisors first reported a position in WisdomTree True Developed International Fund in Q4 2020 and held it in 4 quarters.
Running Point Capital Advisors's WisdomTree True Developed International Fund position peaked at $298K in Q2 2021.
82 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q4 2021.

Based on Running Point Capital Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.