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

True North 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 Q2	–	Sell	-5,660	Closed	-$275K	–	198
2022 Q1	$275K	Hold	5,660	–	–	0.07%	165
2021 Q4	$279K	Hold	5,660	–	–	0.05%	209
2021 Q3	$269K	Buy	+5,660	New	+$282K	0.05%	200

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

KFI

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWE

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

True North Advisors's DOL Position: Q2 2022 in Review

True North Advisors sold out of WisdomTree True Developed International Fund (DOL) in Q2 2022, closing a stake of 5,660 shares — an estimated $275K sold.

True North Advisors first reported a position in DOL in Q3 2021 and held it in 3 quarters. The position peaked at $279K in Q4 2021. 80 funds tracked by Wall St. Rank hold DOL as of Q2 2022.

True North Advisors reported no remaining WisdomTree True Developed International Fund position as of Q2 2022 after selling out during the quarter.
True North Advisors sold 5,660 WisdomTree True Developed International Fund shares in Q2 2022, an estimated $275K.
True North Advisors first reported a position in WisdomTree True Developed International Fund in Q3 2021 and held it in 3 quarters.
True North Advisors's WisdomTree True Developed International Fund position peaked at $279K in Q4 2021.
80 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2022.

Based on True North Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.