SeaCrest Wealth Management’s WisdomTree True Developed International Fund DOL Stock Holding History

SeaCrest Wealth 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
2022 Q3	–	Sell	-406	Closed	-$17K	–	844
2022 Q2	$17K	Buy	+406	New	+$18.6K	﹤0.01%	1533
2019 Q2	–	Sell	-406	Closed	-$19K	–	848
2019 Q1	$19K	Hold	406	–	–	﹤0.01%	1303
2018 Q4	$17K	Hold	406	–	–	﹤0.01%	1291
2018 Q3	$20K	Hold	406	–	–	﹤0.01%	1370
2018 Q2	$19K	Hold	406	–	–	﹤0.01%	1374
2018 Q1	$20K	Hold	406	–	–	﹤0.01%	1327
2017 Q4	$21K	Buy	+406	New	+$20.3K	﹤0.01%	1320

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 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

AWE

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

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

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

SeaCrest Wealth Management's DOL Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of WisdomTree True Developed International Fund (DOL) in Q3 2022, closing a stake of 406 shares — an estimated $17K sold.

SeaCrest Wealth Management first reported a position in DOL in Q4 2017 and held it in 7 quarters. The position peaked at $21K in Q4 2017. 76 funds tracked by Wall St. Rank hold DOL as of Q3 2022.

SeaCrest Wealth Management reported no remaining WisdomTree True Developed International Fund position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 406 WisdomTree True Developed International Fund shares in Q3 2022, an estimated $17K.
SeaCrest Wealth Management first reported a position in WisdomTree True Developed International Fund in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's WisdomTree True Developed International Fund position peaked at $21K in Q4 2017.
76 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.