CPA
DOL icon

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
Q2 		$183K Buy
2,461
+33
+1% +$2.42K 0.01% 273
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
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
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 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

Cardiff Park Advisors's DOL Position: Q2 2026 in Review

Cardiff Park Advisors increased its WisdomTree True Developed International Fund (DOL) stake by 1.4% in Q2 2026, buying an estimated $2.42K and bringing the position to 2,461 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #273.

Cardiff Park Advisors first reported a position in DOL in Q1 2022 and has held it in 16 quarters since. 109 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

  • Cardiff Park Advisors held 2,461 shares of WisdomTree True Developed International Fund worth $183K as of Q2 2026.
  • Cardiff Park Advisors bought 33 WisdomTree True Developed International Fund shares in Q2 2026, an estimated $2.42K.
  • WisdomTree True Developed International Fund made up 0.01% of Cardiff Park Advisors's portfolio in Q2 2026, its #273 holding.
  • Cardiff Park Advisors first reported a position in WisdomTree True Developed International Fund in Q1 2022 and has held it in 16 quarters since.
  • 109 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.