Apella Capital’s WisdomTree True Developed International Fund DOL Stock Holding History

Apella Capital’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 Q3	$388K	Buy	5,262 +13	+0.2%	+$984	﹤0.01%	563
2026 Q2	$390K	Buy	5,249 +46	+0.9%	+$3.37K	0.01%	526
2026 Q1	$379K	Buy	+5,203	New	+$362K	0.01%	509

Other funds holding DOL

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Powers Advisory Group Highland, Illinois $330M AUM 11.85% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Apella Capital's DOL Position: Q3 2026 in Review

Apella Capital increased its WisdomTree True Developed International Fund (DOL) stake by 0.25% in Q3 2026, buying an estimated $984 and bringing the position to 5,262 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Apella Capital first reported a position in DOL in Q1 2026 and has held it in 3 quarters since. The position peaked at $390K in Q2 2026. 21 funds tracked by Wall St. Rank hold DOL as of Q3 2026.

Apella Capital held 5,262 shares of WisdomTree True Developed International Fund worth $388K as of Q3 2026.
Apella Capital bought 13 WisdomTree True Developed International Fund shares in Q3 2026, an estimated $984.
WisdomTree True Developed International Fund made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #563 holding.
Apella Capital first reported a position in WisdomTree True Developed International Fund in Q1 2026 and has held it in 3 quarters since.
Apella Capital's WisdomTree True Developed International Fund position peaked at $390K in Q2 2026.
21 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.