Windsor Wealth Management’s WisdomTree True Developed International Fund DOL Stock Holding History

Windsor Wealth Management’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
2022 Q2	–	Sell	-4,978	Closed	-$242K	–	178
2022 Q1	$242K	Hold	4,978	–	–	0.04%	208
2021 Q4	$250K	Buy	4,978 +35	+0.7%	+$1.7K	0.05%	208
2021 Q3	$236K	Buy	+4,943	New	+$246K	0.05%	204

Other funds holding DOL

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

KFI

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

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Windsor Wealth Management's DOL Position: Q2 2022 in Review

Windsor Wealth Management sold out of WisdomTree True Developed International Fund (DOL) in Q2 2022, closing a stake of 4,978 shares — an estimated $242K sold.

Windsor Wealth Management first reported a position in DOL in Q3 2021 and held it in 3 quarters. The position peaked at $250K in Q4 2021. 80 funds tracked by Wall St. Rank hold DOL as of Q2 2022.

Windsor Wealth Management reported no remaining WisdomTree True Developed International Fund position as of Q2 2022 after selling out during the quarter.
Windsor Wealth Management sold 4,978 WisdomTree True Developed International Fund shares in Q2 2022, an estimated $242K.
Windsor Wealth Management first reported a position in WisdomTree True Developed International Fund in Q3 2021 and held it in 3 quarters.
Windsor Wealth Management's WisdomTree True Developed International Fund position peaked at $250K in Q4 2021.
80 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2022.

Based on Windsor Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.