WealthSource Partners
DOL icon

WealthSource Partners’s WisdomTree True Developed International Fund DOL Stock Holding History

WealthSource Partners’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
Q3 		– Sell
-48,825
Closed -$2.3M – 433
2019
Q2 		$2.3M Sell
48,825
-255
-0.5% -$11.9K 0.36% 69
2019
Q1 		$2.28M Buy
+49,080
New +$2.23M 0.51% 55

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WealthSource Partners's DOL Position: Q3 2019 in Review

WealthSource Partners sold out of WisdomTree True Developed International Fund (DOL) in Q3 2019, closing a stake of 48,825 shares — an estimated $2.3M sold.

WealthSource Partners first reported a position in DOL in Q1 2019 and held it in 2 quarters. The position peaked at $2.3M in Q2 2019. 81 funds tracked by Wall St. Rank hold DOL as of Q3 2019.

  • WealthSource Partners reported no remaining WisdomTree True Developed International Fund position as of Q3 2019 after selling out during the quarter.
  • WealthSource Partners sold 48,825 WisdomTree True Developed International Fund shares in Q3 2019, an estimated $2.3M.
  • WealthSource Partners first reported a position in WisdomTree True Developed International Fund in Q1 2019 and held it in 2 quarters.
  • WealthSource Partners's WisdomTree True Developed International Fund position peaked at $2.3M in Q2 2019.
  • 81 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q3 2019.

Based on WealthSource Partners's 13F filing for Q3 2019, filed 15 Nov 2019.