Ten Capital Wealth Advisors’s WisdomTree True Developed International Fund DOL Stock Holding History

Ten Capital Wealth Advisors’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 Q2	–	Sell	-14	Closed	-$654	–	269
2023 Q1	$654	Hold	14	–	–	﹤0.01%	494
2022 Q4	$616	Hold	14	–	–	﹤0.01%	520
2022 Q3	$1K	Hold	14	–	–	﹤0.01%	514
2022 Q2	$1K	Buy	+14	New	+$642	﹤0.01%	418

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JMPWA

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

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

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

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

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

Ten Capital Wealth Advisors's DOL Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of WisdomTree True Developed International Fund (DOL) in Q2 2023, closing a stake of 14 shares — an estimated $654 sold.

Ten Capital Wealth Advisors first reported a position in DOL in Q2 2022 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 82 funds tracked by Wall St. Rank hold DOL as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining WisdomTree True Developed International Fund position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 14 WisdomTree True Developed International Fund shares in Q2 2023, an estimated $654.
Ten Capital Wealth Advisors first reported a position in WisdomTree True Developed International Fund in Q2 2022 and held it in 4 quarters.
Ten Capital Wealth Advisors's WisdomTree True Developed International Fund position peaked at $1K in Q3 2022.
82 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.