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BIP Wealth’s WisdomTree True Developed International Fund DOL Stock Holding History

BIP Wealth’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 		$22.5M Buy
301,931
+9,043
+3% +$662K 0.64% 37
2026
Q1 		$19.9M Sell
292,888
-18,101
-6% -$1.26M 0.81% 25
2025
Q4 		$20.5M Buy
310,989
+2,458
+0.8% +$156K 0.72% 31
2025
Q3 		$19.2M Sell
308,531
-30
-0% -$1.83K 0.95% 24
2025
Q2 		$18.4M Sell
308,561
-15,525
-5% -$892K 1.13% 15
2025
Q1 		$17.8M Buy
324,086
+3,721
+1% +$198K 1.16% 13
2024
Q4 		$15.8M Buy
320,365
+42,117
+15% +$2.16M 1.06% 14
2024
Q3 		$15M Buy
278,248
+42,623
+18% +$2.23M 1.02% 15
2024
Q2 		$12M Buy
235,625
+10,601
+5% +$548K 0.98% 15
2024
Q1 		$11.6M Buy
225,024
+15,498
+7% +$772K 0.85% 17
2023
Q4 		$10.3M Buy
209,526
+9,523
+5% +$443K 0.81% 18
2023
Q3 		$9.12M Sell
200,003
-5,440
-3% -$255K 0.84% 18
2023
Q2 		$9.69M Buy
205,443
+22,717
+12% +$1.08M 0.79% 20
2023
Q1 		$8.53M Buy
+182,726
New +$8.49M 0.94% 22

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
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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

BIP Wealth's DOL Position: Q2 2026 in Review

BIP Wealth increased its WisdomTree True Developed International Fund (DOL) stake by 3.1% in Q2 2026, buying an estimated $662K and bringing the position to 301,931 shares worth $22.5M. The position accounts for 0.64% of the portfolio, ranked #37.

BIP Wealth first reported a position in DOL in Q1 2023 and has held it in 14 quarters since. 108 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

  • BIP Wealth held 301,931 shares of WisdomTree True Developed International Fund worth $22.5M as of Q2 2026.
  • BIP Wealth bought 9,043 WisdomTree True Developed International Fund shares in Q2 2026, an estimated $662K.
  • WisdomTree True Developed International Fund made up 0.64% of BIP Wealth's portfolio in Q2 2026, its #37 holding.
  • BIP Wealth first reported a position in WisdomTree True Developed International Fund in Q1 2023 and has held it in 14 quarters since.
  • 108 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.