Congress Wealth Management’s WisdomTree True Developed International Fund DOL Stock Holding History

Congress Wealth Management’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
2025 Q2	$3.12M	Sell	52,434 -1,946	-4%	-$112K	0.03%	482
2025 Q1	$2.99M	Sell	54,380 -8,049	-13%	-$428K	0.04%	415
2024 Q4	$3.09M	Buy	62,429 +1,989	+3%	+$102K	0.04%	351
2024 Q3	$3.26M	Buy	60,440 +400	+0.7%	+$20.9K	0.04%	358
2024 Q2	$3.05M	Hold	60,040	–	–	0.05%	302
2024 Q1	$3.1M	Sell	60,040 -2,002	-3%	-$99.7K	0.05%	272
2023 Q4	$3.06M	Buy	62,042 +8,581	+16%	+$400K	0.06%	271
2023 Q3	$2.44M	Buy	53,461 +8,000	+18%	+$375K	0.05%	279
2023 Q2	$2.14M	Sell	45,461 -2,113	-4%	-$100K	0.05%	251
2023 Q1	$2.22M	Buy	47,574 +2,328	+5%	+$108K	0.05%	255
2022 Q4	$1.99M	Buy	45,246 +43	+0.1%	+$1.8K	0.05%	260
2022 Q3	$1.69M	Sell	45,203 -1,200	-3%	-$49.6K	0.05%	285
2022 Q2	$1.94M	Sell	46,403 -1,963	-4%	-$90K	0.05%	277
2022 Q1	$2.35M	Buy	48,366 +406	+0.8%	+$19.9K	0.05%	284
2021 Q4	$2.37M	Buy	+47,960	New	+$2.33M	0.05%	291

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

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

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

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

CFP

Cascade Financial Partners San Diego, California $1.15B AUM 33.6% 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

Congress Wealth Management's DOL Position: Q2 2025 in Review

Congress Wealth Management reduced its WisdomTree True Developed International Fund (DOL) stake by 3.6% in Q2 2025, selling an estimated $112K and leaving 52,434 shares worth $3.12M. The position accounts for 0.03% of the portfolio, ranked #482.

Congress Wealth Management first reported a position in DOL in Q4 2021 and has held it in 15 quarters since. The position peaked at $3.26M in Q3 2024. 96 funds tracked by Wall St. Rank hold DOL as of Q2 2025.

Congress Wealth Management held 52,434 shares of WisdomTree True Developed International Fund worth $3.12M as of Q2 2025.
Congress Wealth Management sold 1,946 WisdomTree True Developed International Fund shares in Q2 2025, an estimated $112K.
WisdomTree True Developed International Fund made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #482 holding.
Congress Wealth Management first reported a position in WisdomTree True Developed International Fund in Q4 2021 and has held it in 15 quarters since.
Congress Wealth Management's WisdomTree True Developed International Fund position peaked at $3.26M in Q3 2024.
96 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.