SSWM
DOL icon

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

Sheets Smith 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
2023
Q4 		– Sell
-100
Closed -$4.56K – 372
2023
Q3 		$4.56K Buy
+100
New +$4.69K ﹤0.01% 464

Other funds holding DOL

Creative Planning
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sheets Smith Wealth Management's DOL Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of WisdomTree True Developed International Fund (DOL) in Q4 2023, closing a stake of 100 shares — an estimated $4.56K sold.

Sheets Smith Wealth Management first reported a position in DOL in Q3 2023 and held it in 1 quarter. The position peaked at $4.56K in Q3 2023. 92 funds tracked by Wall St. Rank hold DOL as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining WisdomTree True Developed International Fund position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 100 WisdomTree True Developed International Fund shares in Q4 2023, an estimated $4.56K.
  • Sheets Smith Wealth Management first reported a position in WisdomTree True Developed International Fund in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's WisdomTree True Developed International Fund position peaked at $4.56K in Q3 2023.
  • 92 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.