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 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 Overland Park, Kansas $147B AUM 18.73% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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 $570B AUM 27.57% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

CFP

Cascade Financial Partners San Diego, California $970M AUM 19.9% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Allworth Financial's DOL Position: Q1 2026 in Review

Allworth Financial held its WisdomTree True Developed International Fund (DOL) position steady in Q1 2026 at 400 shares worth $27.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2772.

Allworth Financial first reported a position in DOL in Q4 2025 and has held it in 2 quarters since. 109 funds tracked by Wall St. Rank hold DOL as of Q1 2026.

Allworth Financial held 400 shares of WisdomTree True Developed International Fund worth $27.2K as of Q1 2026.
Allworth Financial left its WisdomTree True Developed International Fund share count unchanged in Q1 2026.
WisdomTree True Developed International Fund made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2772 holding.
Allworth Financial first reported a position in WisdomTree True Developed International Fund in Q4 2025 and has held it in 2 quarters since.
109 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.