Advyzon Investment Management’s WisdomTree True Developed International Fund DOL Stock Holding History

Advyzon Investment 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
2026 Q1	–	Sell	-4,675	Closed	-$308K	–	688
2025 Q4	$308K	Buy	4,675 +160	+4%	+$10.2K	0.04%	438
2025 Q3	$281K	Sell	4,515 -44	-1%	-$2.68K	0.05%	341
2025 Q2	$272K	Sell	4,559 -323	-7%	-$18.6K	0.06%	295
2025 Q1	$269K	Buy	4,882 +59	+1%	+$3.14K	0.1%	207
2024 Q4	$238K	Buy	+4,823	New	+$248K	0.09%	201

Other funds holding DOL

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

CFP

Cascade Financial Partners San Diego, California $1.15B AUM 33.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advyzon Investment Management's DOL Position: Q1 2026 in Review

Advyzon Investment Management sold out of WisdomTree True Developed International Fund (DOL) in Q1 2026, closing a stake of 4,675 shares — an estimated $308K sold.

Advyzon Investment Management first reported a position in DOL in Q4 2024 and held it in 5 quarters. The position peaked at $308K in Q4 2025. 109 funds tracked by Wall St. Rank hold DOL as of Q1 2026.

Advyzon Investment Management reported no remaining WisdomTree True Developed International Fund position as of Q1 2026 after selling out during the quarter.
Advyzon Investment Management sold 4,675 WisdomTree True Developed International Fund shares in Q1 2026, an estimated $308K.
Advyzon Investment Management first reported a position in WisdomTree True Developed International Fund in Q4 2024 and held it in 5 quarters.
Advyzon Investment Management's WisdomTree True Developed International Fund position peaked at $308K in Q4 2025.
109 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.