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

Voya Financial 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
2021
Q2 		– Sell
-37,289
Closed -$1.77M – 342
2021
Q1 		$1.77M Buy
+37,289
New +$1.76M 0.07% 220

Other funds holding DOL

Creative Planning
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Voya Financial Advisors's DOL Position: Q2 2021 in Review

Voya Financial Advisors sold out of WisdomTree True Developed International Fund (DOL) in Q2 2021, closing a stake of 37,289 shares — an estimated $1.77M sold.

Voya Financial Advisors first reported a position in DOL in Q1 2021 and held it in 1 quarter. The position peaked at $1.77M in Q1 2021. 75 funds tracked by Wall St. Rank hold DOL as of Q2 2021.

  • Voya Financial Advisors reported no remaining WisdomTree True Developed International Fund position as of Q2 2021 after selling out during the quarter.
  • Voya Financial Advisors sold 37,289 WisdomTree True Developed International Fund shares in Q2 2021, an estimated $1.77M.
  • Voya Financial Advisors first reported a position in WisdomTree True Developed International Fund in Q1 2021 and held it in 1 quarter.
  • Voya Financial Advisors's WisdomTree True Developed International Fund position peaked at $1.77M in Q1 2021.
  • 75 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2021.

Based on Voya Financial Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.