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Signature Estate & Investment Advisors’s WisdomTree True Developed International Fund DOL Stock Holding History

Signature Estate & Investment 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
2020
Q2 		– Sell
-51,000
Closed -$1.88M – 142
2020
Q1 		$1.88M Sell
51,000
-2,273
-4% -$101K 0.15% 61
2019
Q4 		$2.61M Sell
53,273
-2,058
-4% -$97.7K 0.16% 66
2019
Q3 		$2.54M Sell
55,331
-2,245
-4% -$103K 0.17% 64
2019
Q2 		$2.71M Sell
57,576
-709
-1% -$33.1K 0.18% 65
2019
Q1 		$2.7M Sell
58,285
-7,064
-11% -$321K 0.18% 68
2018
Q4 		$2.78M Buy
65,349
+30,177
+86% +$1.36M 0.25% 62
2018
Q3 		$1.7M Buy
35,172
+910
+3% +$43.9K 0.15% 63
2018
Q2 		$1.64M Sell
34,262
-244
-0.7% -$12.2K 0.15% 66
2018
Q1 		$1.72M Buy
34,506
+3,229
+10% +$165K 0.17% 68
2017
Q4 		$1.58M Buy
31,277
+909
+3% +$45.4K 0.16% 73
2017
Q3 		$1.5M Sell
30,368
-2,035
-6% -$98.8K 0.17% 67
2017
Q2 		$1.53M Sell
32,403
-5,123
-14% -$241K 0.18% 62
2017
Q1 		$1.7M Sell
37,526
-126
-0.3% -$5.6K 0.21% 57
2016
Q4 		$1.61M Buy
37,652
+27
+0.1% +$1.15K 0.22% 56
2016
Q3 		$1.63M Sell
37,625
-2,250
-6% -$96K 0.24% 54
2016
Q2 		$1.65M Sell
39,875
-1,478
-4% -$62.6K 0.26% 55
2016
Q1 		$1.73M Sell
41,353
-5,520
-12% -$225K 0.28% 53
2015
Q4 		$2.02M Buy
+46,873
New +$2.09M 0.35% 52

Other funds holding DOL

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Signature Estate & Investment Advisors's DOL Position: Q2 2020 in Review

Signature Estate & Investment Advisors sold out of WisdomTree True Developed International Fund (DOL) in Q2 2020, closing a stake of 51,000 shares — an estimated $1.88M sold.

Signature Estate & Investment Advisors first reported a position in DOL in Q4 2015 and held it in 18 quarters. The position peaked at $2.78M in Q4 2018. 70 funds tracked by Wall St. Rank hold DOL as of Q2 2020.

  • Signature Estate & Investment Advisors reported no remaining WisdomTree True Developed International Fund position as of Q2 2020 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 51,000 WisdomTree True Developed International Fund shares in Q2 2020, an estimated $1.88M.
  • Signature Estate & Investment Advisors first reported a position in WisdomTree True Developed International Fund in Q4 2015 and held it in 18 quarters.
  • Signature Estate & Investment Advisors's WisdomTree True Developed International Fund position peaked at $2.78M in Q4 2018.
  • 70 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2020.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2020, filed 21 Jul 2020.