Webster Bank’s WisdomTree True Developed International Fund DOL Stock Holding History

Webster Bank’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
2020 Q1	–	Sell	-745	Closed	-$36K	–	509
2019 Q4	$36K	Hold	745	–	–	﹤0.01%	347
2019 Q3	$34K	Hold	745	–	–	﹤0.01%	343
2019 Q2	$35K	Hold	745	–	–	﹤0.01%	339
2019 Q1	$35K	Hold	745	–	–	0.01%	335
2018 Q4	$32K	Hold	745	–	–	0.01%	337
2018 Q3	$36K	Hold	745	–	–	0.01%	357
2018 Q2	$36K	Hold	745	–	–	0.01%	356
2018 Q1	$37K	Hold	745	–	–	0.01%	367
2017 Q4	$38K	Hold	745	–	–	0.01%	394
2017 Q3	$37K	Hold	745	–	–	0.01%	387
2017 Q2	$35K	Hold	745	–	–	0.01%	390
2017 Q1	$34K	Hold	745	–	–	0.01%	407
2016 Q4	$32K	Buy	+745	New	+$31.6K	﹤0.01%	388

Other funds holding DOL

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return

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

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

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Webster Bank's DOL Position: Q1 2020 in Review

Webster Bank sold out of WisdomTree True Developed International Fund (DOL) in Q1 2020, closing a stake of 745 shares — an estimated $36K sold.

Webster Bank first reported a position in DOL in Q4 2016 and held it in 13 quarters. The position peaked at $38K in Q4 2017. 79 funds tracked by Wall St. Rank hold DOL as of Q1 2020.

Webster Bank reported no remaining WisdomTree True Developed International Fund position as of Q1 2020 after selling out during the quarter.
Webster Bank sold 745 WisdomTree True Developed International Fund shares in Q1 2020, an estimated $36K.
Webster Bank first reported a position in WisdomTree True Developed International Fund in Q4 2016 and held it in 13 quarters.
Webster Bank's WisdomTree True Developed International Fund position peaked at $38K in Q4 2017.
79 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2020.

Based on Webster Bank's 13F filing for Q1 2020, filed 21 Apr 2020.