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Simplicity Solutions’s WisdomTree True Developed International Fund DOL Stock Holding History

Simplicity Solutions’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
Q1 		– Sell
-8,764
Closed -$429K – 751
2019
Q4 		$429K Buy
+8,764
New +$416K 0.01% 582

Other funds holding DOL

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 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 29.18% 1-Year Est. Return

Simplicity Solutions's DOL Position: Q1 2020 in Review

Simplicity Solutions sold out of WisdomTree True Developed International Fund (DOL) in Q1 2020, closing a stake of 8,764 shares — an estimated $429K sold.

Simplicity Solutions first reported a position in DOL in Q4 2019 and held it in 1 quarter. The position peaked at $429K in Q4 2019. 79 funds tracked by Wall St. Rank hold DOL as of Q1 2020.

  • Simplicity Solutions reported no remaining WisdomTree True Developed International Fund position as of Q1 2020 after selling out during the quarter.
  • Simplicity Solutions sold 8,764 WisdomTree True Developed International Fund shares in Q1 2020, an estimated $429K.
  • Simplicity Solutions first reported a position in WisdomTree True Developed International Fund in Q4 2019 and held it in 1 quarter.
  • Simplicity Solutions's WisdomTree True Developed International Fund position peaked at $429K in Q4 2019.
  • 79 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2020.

Based on Simplicity Solutions's 13F filing for Q1 2020, filed 15 May 2020.