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

Aspect 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
2025 Q1	–	Sell	-25	Closed	-$1.24K	–	624
2024 Q4	$1.24K	Buy	+25	New	+$1.28K	﹤0.01%	511

Other funds holding DOL

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

HNB

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

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

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

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 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

CFP

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

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

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

Aspect Partners's DOL Position: Q1 2025 in Review

Aspect Partners sold out of WisdomTree True Developed International Fund (DOL) in Q1 2025, closing a stake of 25 shares — an estimated $1.24K sold.

Aspect Partners first reported a position in DOL in Q4 2024 and held it in 1 quarter. The position peaked at $1.24K in Q4 2024. 91 funds tracked by Wall St. Rank hold DOL as of Q1 2025.

Aspect Partners reported no remaining WisdomTree True Developed International Fund position as of Q1 2025 after selling out during the quarter.
Aspect Partners sold 25 WisdomTree True Developed International Fund shares in Q1 2025, an estimated $1.24K.
Aspect Partners first reported a position in WisdomTree True Developed International Fund in Q4 2024 and held it in 1 quarter.
Aspect Partners's WisdomTree True Developed International Fund position peaked at $1.24K in Q4 2024.
91 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2025.

Based on Aspect Partners's 13F filing for Q1 2025, filed 24 Apr 2025.