Squar Milner Financial Services’s WisdomTree True Developed International Fund DOL Stock Holding History

Squar Milner Financial Services’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	-300	Closed	-$11K	–	339
2020 Q1	$11K	Hold	300	–	–	0.01%	529
2019 Q4	$14K	Buy	+300	New	+$14.2K	0.01%	555
2019 Q3	–	Sell	-300	Closed	-$14K	–	340
2019 Q2	$14K	Hold	300	–	–	0.01%	490
2019 Q1	$13K	Hold	300	–	–	0.01%	472
2018 Q4	$13K	Hold	300	–	–	0.01%	442
2018 Q3	$14K	Sell	300 -3,503	-92%	-$169K	0.01%	446
2018 Q2	$182K	Buy	+3,803	New	+$191K	0.16%	172
2018 Q1	–	Sell	-3,745	Closed	-$201K	–	166
2017 Q4	$201K	Buy	+3,745	New	+$187K	0.24%	157

Other funds holding DOL

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

Squar Milner Financial Services's DOL Position: Q2 2020 in Review

Squar Milner Financial Services sold out of WisdomTree True Developed International Fund (DOL) in Q2 2020, closing a stake of 300 shares — an estimated $11K sold.

Squar Milner Financial Services first reported a position in DOL in Q4 2017 and held it in 8 quarters. The position peaked at $201K in Q4 2017. 70 funds tracked by Wall St. Rank hold DOL as of Q2 2020.

Squar Milner Financial Services reported no remaining WisdomTree True Developed International Fund position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 300 WisdomTree True Developed International Fund shares in Q2 2020, an estimated $11K.
Squar Milner Financial Services first reported a position in WisdomTree True Developed International Fund in Q4 2017 and held it in 8 quarters.
Squar Milner Financial Services's WisdomTree True Developed International Fund position peaked at $201K in Q4 2017.
70 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.