Truist Financial
DOL icon

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

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Morgan Stanley
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
CFP
Cascade Financial Partners San Diego, California $1.15B AUM 33.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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.