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

WFG 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
2016 Q4	–	Sell	-400	Closed	-$17K	–	1594
2016 Q3	$17K	Hold	400	–	–	﹤0.01%	979
2016 Q2	$17K	Hold	400	–	–	﹤0.01%	953
2016 Q1	$17K	Hold	400	–	–	﹤0.01%	918
2015 Q4	$17K	Hold	400	–	–	0.01%	928
2015 Q3	$17K	Hold	400	–	–	0.01%	945
2015 Q2	$19K	Hold	400	–	–	0.01%	989
2015 Q1	$19K	Sell	400 -126	-24%	-$6.09K	0.01%	1003
2014 Q4	$25K	Sell	526 -687	-57%	-$33.3K	0.01%	1142
2014 Q3	$61K	Buy	1,213 +2	+0.2%	+$105	0.01%	847
2014 Q2	$65K	Buy	1,211 +4	+0.3%	+$213	0.01%	813
2014 Q1	$63K	Buy	1,207 +4	+0.3%	+$205	0.01%	809
2013 Q4	$63K	Buy	1,203 +2	+0.2%	+$101	0.01%	902
2013 Q3	$59K	Buy	1,201 +1	+0.1%	+$47	0.01%	863
2013 Q2	$53K	Buy	+1,200	New	+$56.2K	0.01%	862

Other funds holding DOL

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

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCP

Blue Chip Partners Farmington Hills, Michigan $1.39B AUM 22.32% 1-Year Est. Return

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

WFG Advisors's DOL Position: Q4 2016 in Review

WFG Advisors sold out of WisdomTree True Developed International Fund (DOL) in Q4 2016, closing a stake of 400 shares — an estimated $17K sold.

WFG Advisors first reported a position in DOL in Q2 2013 and held it in 14 quarters. The position peaked at $65K in Q2 2014. 69 funds tracked by Wall St. Rank hold DOL as of Q4 2016.

WFG Advisors reported no remaining WisdomTree True Developed International Fund position as of Q4 2016 after selling out during the quarter.
WFG Advisors sold 400 WisdomTree True Developed International Fund shares in Q4 2016, an estimated $17K.
WFG Advisors first reported a position in WisdomTree True Developed International Fund in Q2 2013 and held it in 14 quarters.
WFG Advisors's WisdomTree True Developed International Fund position peaked at $65K in Q2 2014.
69 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.