Blue Trust Inc’s WisdomTree True Developed International Fund DOL Stock Holding History

Blue Trust Inc’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	$102K	Hold	1,377	–	–	﹤0.01%	1036
2026 Q1	$93.6K	Hold	1,377	–	–	﹤0.01%	1064
2025 Q4	$90.7K	Hold	1,377	–	–	﹤0.01%	1109
2025 Q3	$85.7K	Hold	1,377	–	–	﹤0.01%	1140
2025 Q2	$82K	Hold	1,377	–	–	﹤0.01%	1128
2025 Q1	$75.8K	Hold	1,377	–	–	﹤0.01%	1114
2024 Q4	$68.1K	Hold	1,377	–	–	﹤0.01%	1107
2024 Q3	$69.8K	Sell	1,377 -325	-19%	-$17K	﹤0.01%	1417
2024 Q2	$88K	Hold	1,702	–	–	﹤0.01%	1026
2024 Q1	$88K	Hold	1,702	–	–	﹤0.01%	746
2023 Q4	$78K	Sell	1,702 -1,655	-49%	-$77.1K	﹤0.01%	783
2023 Q3	$158K	Hold	3,357	–	–	﹤0.01%	493
2023 Q2	$157K	Hold	3,357	–	–	﹤0.01%	404
2023 Q1	$148K	Buy	3,357 +301	+10%	+$14K	﹤0.01%	643
2022 Q4	$114K	Buy	+3,056	New	+$128K	﹤0.01%	620

Other funds holding DOL

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

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 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

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

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

Blue Trust Inc's DOL Position: Q2 2026 in Review

Blue Trust Inc held its WisdomTree True Developed International Fund (DOL) position steady in Q2 2026 at 1,377 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #1036.

Blue Trust Inc first reported a position in DOL in Q4 2022 and has held it in 15 quarters since. The position peaked at $158K in Q3 2023. 108 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

Blue Trust Inc held 1,377 shares of WisdomTree True Developed International Fund worth $102K as of Q2 2026.
Blue Trust Inc left its WisdomTree True Developed International Fund share count unchanged in Q2 2026.
WisdomTree True Developed International Fund made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1036 holding.
Blue Trust Inc first reported a position in WisdomTree True Developed International Fund in Q4 2022 and has held it in 15 quarters since.
Blue Trust Inc's WisdomTree True Developed International Fund position peaked at $158K in Q3 2023.
108 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.