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Allworth Financial’s WisdomTree True Developed International Fund DOL Stock Holding History

Allworth Financial’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
Q2 		– Sell
-400
Closed -$27.2K – 5217
2026
Q1 		$27.2K Hold
400
– – ﹤0.01% 2772
2025
Q4 		$26.3K Buy
+400
New +$25.4K ﹤0.01% 2627

Other funds holding DOL

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CFP
Cascade Financial Partners San Diego, California $1.15B AUM 33.6% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allworth Financial's DOL Position: Q2 2026 in Review

Allworth Financial sold out of WisdomTree True Developed International Fund (DOL) in Q2 2026, closing a stake of 400 shares — an estimated $27.2K sold.

Allworth Financial first reported a position in DOL in Q4 2025 and held it in 2 quarters. The position peaked at $27.2K in Q1 2026. 109 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

  • Allworth Financial reported no remaining WisdomTree True Developed International Fund position as of Q2 2026 after selling out during the quarter.
  • Allworth Financial sold 400 WisdomTree True Developed International Fund shares in Q2 2026, an estimated $27.2K.
  • Allworth Financial first reported a position in WisdomTree True Developed International Fund in Q4 2025 and held it in 2 quarters.
  • Allworth Financial's WisdomTree True Developed International Fund position peaked at $27.2K in Q1 2026.
  • 109 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.