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WealthOne’s WisdomTree True Developed International Fund DOL Stock Holding History

WealthOne’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
2019
Q1 		– Sell
-100
Closed -$4K – 183
2018
Q4 		$4K Buy
+100
New +$4.5K ﹤0.01% 488

Other funds holding DOL

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

WealthOne's DOL Position: Q1 2019 in Review

WealthOne sold out of WisdomTree True Developed International Fund (DOL) in Q1 2019, closing a stake of 100 shares — an estimated $4K sold.

WealthOne first reported a position in DOL in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 79 funds tracked by Wall St. Rank hold DOL as of Q1 2019.

  • WealthOne reported no remaining WisdomTree True Developed International Fund position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 100 WisdomTree True Developed International Fund shares in Q1 2019, an estimated $4K.
  • WealthOne first reported a position in WisdomTree True Developed International Fund in Q4 2018 and held it in 1 quarter.
  • WealthOne's WisdomTree True Developed International Fund position peaked at $4K in Q4 2018.
  • 79 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.