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SYM Financial Corp’s WisdomTree True Developed International Fund DOL Stock Holding History

SYM Financial Corp’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
-1,983
Closed -$90.5K – 185
2023
Q3 		$90.5K Buy
+1,983
New +$93.1K 0.02% 111

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JP Morgan Chase
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Envestnet Asset Management
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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

SYM Financial Corp's DOL Position: Q4 2023 in Review

SYM Financial Corp sold out of WisdomTree True Developed International Fund (DOL) in Q4 2023, closing a stake of 1,983 shares — an estimated $90.5K sold.

SYM Financial Corp first reported a position in DOL in Q3 2023 and held it in 1 quarter. The position peaked at $90.5K in Q3 2023. 92 funds tracked by Wall St. Rank hold DOL as of Q4 2023.

  • SYM Financial Corp reported no remaining WisdomTree True Developed International Fund position as of Q4 2023 after selling out during the quarter.
  • SYM Financial Corp sold 1,983 WisdomTree True Developed International Fund shares in Q4 2023, an estimated $90.5K.
  • SYM Financial Corp first reported a position in WisdomTree True Developed International Fund in Q3 2023 and held it in 1 quarter.
  • SYM Financial Corp's WisdomTree True Developed International Fund position peaked at $90.5K in Q3 2023.
  • 92 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q4 2023.

Based on SYM Financial Corp's 13F filing for Q4 2023, filed 6 Feb 2024.