Tradition Wealth Management’s Knowledge Leaders Developed World ETF KLDW Stock Holding History

Tradition Wealth Management’s Portfolio KLDW Stock Details KLDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,207	Closed	-$92K	–	1257
2023 Q4	$92K	Buy	2,207 +29	+1%	+$1.13K	0.01%	499
2023 Q3	$84K	Hold	2,178	–	–	0.01%	481
2023 Q2	$89K	Hold	2,178	–	–	0.01%	479
2023 Q1	$86K	Hold	2,178	–	–	0.01%	486
2022 Q4	$79K	Buy	2,178 +39	+2%	+$1.39K	0.01%	427
2022 Q3	$70K	Hold	2,139	–	–	0.01%	435
2022 Q2	$76K	Hold	2,139	–	–	0.01%	397
2022 Q1	$90K	Hold	2,139	–	–	0.01%	415
2021 Q4	$102K	Buy	2,139 +11	+0.5%	+$525	0.01%	398
2021 Q3	$100K	Hold	2,128	–	–	0.01%	372
2021 Q2	$99K	Hold	2,128	–	–	0.01%	393
2021 Q1	$93K	Hold	2,128	–	–	0.02%	334
2020 Q4	$90K	Buy	+2,128	New	+$85.2K	0.02%	312

Other funds holding KLDW

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CPA

Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lakeside Advisors Seattle, Washington $150M AUM 14.73% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Tradition Wealth Management's KLDW Position: Q1 2024 in Review

Tradition Wealth Management sold out of Knowledge Leaders Developed World ETF (KLDW) in Q1 2024, closing a stake of 2,207 shares — an estimated $92K sold.

Tradition Wealth Management first reported a position in KLDW in Q4 2020 and held it in 13 quarters. The position peaked at $102K in Q4 2021. 15 funds tracked by Wall St. Rank hold KLDW as of Q1 2024.

Tradition Wealth Management reported no remaining Knowledge Leaders Developed World ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 2,207 Knowledge Leaders Developed World ETF shares in Q1 2024, an estimated $92K.
Tradition Wealth Management first reported a position in Knowledge Leaders Developed World ETF in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Knowledge Leaders Developed World ETF position peaked at $102K in Q4 2021.
15 funds tracked by Wall St. Rank held Knowledge Leaders Developed World ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.