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

Clearstead 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	$316K	Hold	4,243	–	–	﹤0.01%	911
2026 Q1	$288K	Hold	4,243	–	–	﹤0.01%	878
2025 Q4	$279K	Hold	4,243	–	–	﹤0.01%	838
2025 Q3	$264K	Hold	4,243	–	–	﹤0.01%	813
2025 Q2	$253K	Hold	4,243	–	–	﹤0.01%	825
2025 Q1	$234K	Hold	4,243	–	–	﹤0.01%	784
2024 Q4	$210K	Sell	4,243 -119	-3%	-$6.12K	﹤0.01%	837
2024 Q3	$235K	Hold	4,362	–	–	﹤0.01%	797
2024 Q2	$221K	Buy	+4,362	New	+$225K	﹤0.01%	793

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

Clearstead Advisors's DOL Position: Q2 2026 in Review

Clearstead Advisors held its WisdomTree True Developed International Fund (DOL) position steady in Q2 2026 at 4,243 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #911.

Clearstead Advisors first reported a position in DOL in Q2 2024 and has held it in 9 quarters since. 108 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

Clearstead Advisors held 4,243 shares of WisdomTree True Developed International Fund worth $316K as of Q2 2026.
Clearstead Advisors left its WisdomTree True Developed International Fund share count unchanged in Q2 2026.
WisdomTree True Developed International Fund made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #911 holding.
Clearstead Advisors first reported a position in WisdomTree True Developed International Fund in Q2 2024 and has held it in 9 quarters since.
108 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.