Signet Financial Management’s WisdomTree True Developed International Fund DOL Stock Holding History

Signet Financial 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 Q1	–	Sell	-751	Closed	-$37K	–	518
2021 Q4	$37K	Buy	+751	New	+$36.5K	0.01%	597
2018 Q4	–	Sell	-2,691	Closed	-$130K	–	383
2018 Q3	$130K	Sell	2,691 -174	-6%	-$8.39K	0.02%	277
2018 Q2	$137K	Buy	2,865 +1,123	+64%	+$56.3K	0.02%	271
2018 Q1	$87K	Buy	+1,742	New	+$89.1K	0.02%	305

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

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

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

JMPWA

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

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

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

Signet Financial Management's DOL Position: Q1 2022 in Review

Signet Financial Management sold out of WisdomTree True Developed International Fund (DOL) in Q1 2022, closing a stake of 751 shares — an estimated $37K sold.

Signet Financial Management first reported a position in DOL in Q1 2018 and held it in 4 quarters. The position peaked at $137K in Q2 2018. 77 funds tracked by Wall St. Rank hold DOL as of Q1 2022.

Signet Financial Management reported no remaining WisdomTree True Developed International Fund position as of Q1 2022 after selling out during the quarter.
Signet Financial Management sold 751 WisdomTree True Developed International Fund shares in Q1 2022, an estimated $37K.
Signet Financial Management first reported a position in WisdomTree True Developed International Fund in Q1 2018 and held it in 4 quarters.
Signet Financial Management's WisdomTree True Developed International Fund position peaked at $137K in Q2 2018.
77 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2022.

Based on Signet Financial Management's 13F filing for Q1 2022, filed 13 May 2022.