True Wealth Design’s WisdomTree True Developed International Fund DOL Stock Holding History

True Wealth Design’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
2024 Q3	–	Sell	-10,945	Closed	-$555K	–	1291
2024 Q2	$555K	Sell	10,945 -487	-4%	-$25.2K	0.14%	104
2024 Q1	$591K	Sell	11,432 -70	-0.6%	-$3.49K	0.15%	101
2023 Q4	$567K	Sell	11,502 -131	-1%	-$6.1K	0.16%	103
2023 Q3	$531K	Sell	11,633 -315	-3%	-$14.8K	0.18%	99
2023 Q2	$564K	Sell	11,948 -386	-3%	-$18.3K	0.21%	100
2023 Q1	$576K	Buy	12,334 +1	+0%	+$46	0.24%	103
2022 Q4	$543K	Buy	+12,333	New	+$516K	0.25%	99

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

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

KFI

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

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

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

CFP

Cascade Financial Partners San Diego, California $970M AUM 19.9% 1-Year Est. Return

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

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

True Wealth Design's DOL Position: Q3 2024 in Review

True Wealth Design sold out of WisdomTree True Developed International Fund (DOL) in Q3 2024, closing a stake of 10,945 shares — an estimated $555K sold.

True Wealth Design first reported a position in DOL in Q4 2022 and held it in 7 quarters. The position peaked at $591K in Q1 2024. 91 funds tracked by Wall St. Rank hold DOL as of Q3 2024.

True Wealth Design reported no remaining WisdomTree True Developed International Fund position as of Q3 2024 after selling out during the quarter.
True Wealth Design sold 10,945 WisdomTree True Developed International Fund shares in Q3 2024, an estimated $555K.
True Wealth Design first reported a position in WisdomTree True Developed International Fund in Q4 2022 and held it in 7 quarters.
True Wealth Design's WisdomTree True Developed International Fund position peaked at $591K in Q1 2024.
91 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q3 2024.

Based on True Wealth Design's 13F filing for Q3 2024, filed 14 Nov 2024.