Cardiff Park Advisors’s WisdomTree True Developed International Fund DOL Stock Holding History

Cardiff Park 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 Q1	$165K	Buy	2,428 +8	+0.3%	+$557	0.01%	291
2025 Q4	$159K	Buy	2,420 +14	+0.6%	+$890	0.01%	281
2025 Q3	$150K	Buy	2,406 +10	+0.4%	+$610	0.01%	300
2025 Q2	$143K	Buy	2,396 +39	+2%	+$2.24K	0.01%	276
2025 Q1	$130K	Buy	2,357 +10	+0.4%	+$532	0.01%	276
2024 Q4	$116K	Buy	2,347 +16	+0.7%	+$822	0.01%	274
2024 Q3	$126K	Buy	2,331 +10	+0.4%	+$523	0.01%	270
2024 Q2	$118K	Buy	2,321 +44	+2%	+$2.27K	0.01%	262
2024 Q1	$118K	Buy	2,277 +14	+0.6%	+$697	0.01%	281
2023 Q4	$111K	Buy	2,263 +14	+0.6%	+$652	0.01%	261
2023 Q3	$103K	Buy	2,249 +15	+0.7%	+$704	0.01%	245
2023 Q2	$105K	Buy	2,234 +42	+2%	+$2K	0.01%	259
2023 Q1	$102K	Buy	+2,192	New	+$102K	0.01%	253
2022 Q3	–	Sell	-1,687	Closed	-$71K	–	323
2022 Q2	$71K	Buy	1,687 +30	+2%	+$1.38K	0.01%	270
2022 Q1	$81K	Buy	+1,657	New	+$81.2K	0.01%	269

Other funds holding DOL

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

CFP

Cascade Financial Partners San Diego, California $970M AUM 19.9% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cardiff Park Advisors's DOL Position: Q1 2026 in Review

Cardiff Park Advisors increased its WisdomTree True Developed International Fund (DOL) stake by 0.33% in Q1 2026, buying an estimated $557 and bringing the position to 2,428 shares worth $165K. The position accounts for 0.01% of the portfolio, ranked #291.

Cardiff Park Advisors first reported a position in DOL in Q1 2022 and has held it in 15 quarters since. 109 funds tracked by Wall St. Rank hold DOL as of Q1 2026.

Cardiff Park Advisors held 2,428 shares of WisdomTree True Developed International Fund worth $165K as of Q1 2026.
Cardiff Park Advisors bought 8 WisdomTree True Developed International Fund shares in Q1 2026, an estimated $557.
WisdomTree True Developed International Fund made up 0.01% of Cardiff Park Advisors's portfolio in Q1 2026, its #291 holding.
Cardiff Park Advisors first reported a position in WisdomTree True Developed International Fund in Q1 2022 and has held it in 15 quarters since.
109 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.