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

YorkBridge Wealth 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
2017
Q1 		– Sell
-21
Closed -$1K – 887
2016
Q4 		$1K Buy
+21
New +$892 ﹤0.01% 825

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HNB
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BCP
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BWM
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YorkBridge Wealth Partners's DOL Position: Q1 2017 in Review

YorkBridge Wealth Partners sold out of WisdomTree True Developed International Fund (DOL) in Q1 2017, closing a stake of 21 shares — an estimated $1K sold.

YorkBridge Wealth Partners first reported a position in DOL in Q4 2016 and held it in 1 quarter. The position peaked at $1K in Q4 2016. 63 funds tracked by Wall St. Rank hold DOL as of Q1 2017.

  • YorkBridge Wealth Partners reported no remaining WisdomTree True Developed International Fund position as of Q1 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 21 WisdomTree True Developed International Fund shares in Q1 2017, an estimated $1K.
  • YorkBridge Wealth Partners first reported a position in WisdomTree True Developed International Fund in Q4 2016 and held it in 1 quarter.
  • YorkBridge Wealth Partners's WisdomTree True Developed International Fund position peaked at $1K in Q4 2016.
  • 63 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2017, filed 5 May 2017.