TCF National Bank’s WisdomTree True Developed International Fund DOL Stock Holding History

TCF National Bank’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
2021 Q1	$1.04M	Sell	21,917 -1,141	-5%	-$53.7K	0.12%	174
2020 Q4	$1.06M	Sell	23,058 -6,820	-23%	-$296K	0.11%	180
2020 Q3	$1.23M	Sell	29,878 -2,586	-8%	-$109K	0.15%	151
2020 Q2	$1.53M	Sell	32,464 -659	-2%	-$25.7K	0.17%	132
2020 Q1	$1.22M	Sell	33,123 -740	-2%	-$32.8K	0.18%	132
2019 Q4	$1.66M	Buy	33,863 +780	+2%	+$37K	0.19%	128
2019 Q3	$1.52M	Buy	+33,083	New	+$1.52M	0.18%	129

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

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

KFI

Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 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 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

TCF National Bank's DOL Position: Q1 2021 in Review

TCF National Bank reduced its WisdomTree True Developed International Fund (DOL) stake by 4.9% in Q1 2021, selling an estimated $53.7K and leaving 21,917 shares worth $1.04M. The position accounts for 0.12% of the portfolio, ranked #174.

TCF National Bank first reported a position in DOL in Q3 2019 and has held it in 7 quarters since. The position peaked at $1.66M in Q4 2019. 77 funds tracked by Wall St. Rank hold DOL as of Q1 2021.

TCF National Bank held 21,917 shares of WisdomTree True Developed International Fund worth $1.04M as of Q1 2021.
TCF National Bank sold 1,141 WisdomTree True Developed International Fund shares in Q1 2021, an estimated $53.7K.
WisdomTree True Developed International Fund made up 0.12% of TCF National Bank's portfolio in Q1 2021, its #174 holding.
TCF National Bank first reported a position in WisdomTree True Developed International Fund in Q3 2019 and has held it in 7 quarters since.
TCF National Bank's WisdomTree True Developed International Fund position peaked at $1.66M in Q4 2019.
77 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2021.

Based on TCF National Bank's 13F filing for Q1 2021, filed 30 Apr 2021.