Cambridge Investment Research Advisors’s WisdomTree True Developed International Fund DOL Stock Holding History

Cambridge Investment Research Advisors’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	$231K	Buy	+3,113	New	+$228K	﹤0.01%	3688
2026 Q1	–	Sell	-6,746	Closed	-$444K	–	3968
2025 Q4	$444K	Buy	6,746 +399	+6%	+$25.4K	﹤0.01%	2834
2025 Q3	$395K	Sell	6,347 -15,711	-71%	-$958K	﹤0.01%	2878
2025 Q2	$1.31M	Buy	22,058 +8,171	+59%	+$470K	﹤0.01%	1736
2025 Q1	$765K	Buy	+13,887	New	+$738K	﹤0.01%	2070
2023 Q2	–	Sell	-4,815	Closed	-$225K	–	3203
2023 Q1	$225K	Buy	+4,815	New	+$224K	﹤0.01%	2728
2021 Q2	–	Sell	-5,735	Closed	-$271K	–	3110
2021 Q1	$271K	Sell	5,735 -225	-4%	-$10.6K	﹤0.01%	2354
2020 Q4	$274K	Sell	5,960 -1,530	-20%	-$66.5K	﹤0.01%	2220
2020 Q3	$310K	Sell	7,490 -831	-10%	-$35.2K	﹤0.01%	1913
2020 Q2	$340K	Sell	8,321 -268	-3%	-$10.5K	﹤0.01%	1786
2020 Q1	$317K	Buy	8,589 +907	+12%	+$40.2K	﹤0.01%	1645
2019 Q4	$376K	Hold	7,682	–	–	﹤0.01%	1770
2019 Q3	$353K	Buy	7,682 +15	+0.2%	+$687	﹤0.01%	1714
2019 Q2	$361K	Buy	7,667 +442	+6%	+$20.7K	﹤0.01%	1632
2019 Q1	$335K	Sell	7,225 -75	-1%	-$3.41K	﹤0.01%	1743
2018 Q4	$310K	Sell	7,300 -304	-4%	-$13.7K	﹤0.01%	1642
2018 Q3	$367K	Sell	7,604 -1,557	-17%	-$75.1K	﹤0.01%	1654
2018 Q2	$438K	Buy	9,161 +755	+9%	+$37.8K	﹤0.01%	1472
2018 Q1	$419K	Buy	8,406 +1,638	+24%	+$83.8K	﹤0.01%	1446
2017 Q4	$343K	Buy	+6,768	New	+$338K	﹤0.01%	1568
2015 Q2	–	Sell	-4,894	Closed	-$239K	–	1455
2015 Q1	$239K	Buy	+4,894	New	+$237K	0.01%	1158
2014 Q4	–	Sell	-4,055	Closed	-$203K	–	1390
2014 Q3	$203K	Buy	+4,055	New	+$212K	0.01%	1297

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

Cambridge Investment Research Advisors's DOL Position: Q2 2026 in Review

Cambridge Investment Research Advisors opened a new position in WisdomTree True Developed International Fund (DOL) in Q2 2026: 3,113 shares worth $231K. The stake represents ﹤0.01% of the portfolio and ranks #3688 among its holdings. This is a return to the name: Cambridge Investment Research Advisors previously reported a position in DOL as recently as Q4 2025.

Cambridge Investment Research Advisors first reported a position in DOL in Q3 2014 and has held it in 22 quarters since. The position peaked at $1.31M in Q2 2025. 108 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

Cambridge Investment Research Advisors held 3,113 shares of WisdomTree True Developed International Fund worth $231K as of Q2 2026.
WisdomTree True Developed International Fund was a new Cambridge Investment Research Advisors position in Q2 2026.
WisdomTree True Developed International Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3688 holding.
Cambridge Investment Research Advisors first reported a position in WisdomTree True Developed International Fund in Q3 2014 and has held it in 22 quarters since.
Cambridge Investment Research Advisors's WisdomTree True Developed International Fund position peaked at $1.31M in Q2 2025.
108 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.