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

Truist Financial’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 Q1	–	Sell	-4,294	Closed	-$212K	–	2642
2023 Q4	$212K	Buy	+4,294	New	+$200K	﹤0.01%	2479

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

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

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

CFP

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

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

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

Truist Financial's DOL Position: Q1 2024 in Review

Truist Financial sold out of WisdomTree True Developed International Fund (DOL) in Q1 2024, closing a stake of 4,294 shares — an estimated $212K sold.

Truist Financial first reported a position in DOL in Q4 2023 and held it in 1 quarter. The position peaked at $212K in Q4 2023. 90 funds tracked by Wall St. Rank hold DOL as of Q1 2024.

Truist Financial reported no remaining WisdomTree True Developed International Fund position as of Q1 2024 after selling out during the quarter.
Truist Financial sold 4,294 WisdomTree True Developed International Fund shares in Q1 2024, an estimated $212K.
Truist Financial first reported a position in WisdomTree True Developed International Fund in Q4 2023 and held it in 1 quarter.
Truist Financial's WisdomTree True Developed International Fund position peaked at $212K in Q4 2023.
90 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2024.

Based on Truist Financial's 13F filing for Q1 2024, filed 13 May 2024.