Tobias Financial Advisors’s WisdomTree True Developed International Fund DOL Stock Holding History

Tobias Financial 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
2022 Q1	–	Sell	-29,093	Closed	-$1.44M	–	91
2021 Q4	$1.44M	Buy	+29,093	New	+$1.41M	0.11%	62

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

KFI

Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return

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

AWE

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

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

JMPWA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Tobias Financial Advisors's DOL Position: Q1 2022 in Review

Tobias Financial Advisors sold out of WisdomTree True Developed International Fund (DOL) in Q1 2022, closing a stake of 29,093 shares — an estimated $1.44M sold.

Tobias Financial Advisors first reported a position in DOL in Q4 2021 and held it in 1 quarter. The position peaked at $1.44M in Q4 2021. 77 funds tracked by Wall St. Rank hold DOL as of Q1 2022.

Tobias Financial Advisors reported no remaining WisdomTree True Developed International Fund position as of Q1 2022 after selling out during the quarter.
Tobias Financial Advisors sold 29,093 WisdomTree True Developed International Fund shares in Q1 2022, an estimated $1.44M.
Tobias Financial Advisors first reported a position in WisdomTree True Developed International Fund in Q4 2021 and held it in 1 quarter.
Tobias Financial Advisors's WisdomTree True Developed International Fund position peaked at $1.44M in Q4 2021.
77 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2022.

Based on Tobias Financial Advisors's 13F filing for Q1 2022, filed 9 May 2022.