CoreCap Advisors
DOL icon

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

CoreCap 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
Q3 		$765K Sell
10,292
-103
-1% -$7.79K 0.02% 445
2026
Q2 		$773K Sell
10,395
-76
-0.7% -$5.56K 0.02% 443
2026
Q1 		$712K Sell
10,471
-7
-0.1% -$487 0.02% 444
2025
Q4 		$690K Buy
10,478
+82
+0.8% +$5.21K 0.02% 452
2025
Q3 		$647K Buy
10,396
+31
+0.3% +$1.89K 0.02% 469
2025
Q2 		$617K Sell
10,365
-192
-2% -$11K 0.02% 462
2025
Q1 		$581K Sell
10,557
-279
-3% -$14.8K 0.03% 446
2024
Q4 		$536K Buy
10,836
+27
+0.2% +$1.39K 0.02% 462
2024
Q3 		$583K Buy
10,809
+143
+1% +$7.49K 0.03% 433
2024
Q2 		$541K Buy
10,666
+107
+1% +$5.53K 0.06% 211
2024
Q1 		$546K Sell
10,559
-487
-4% -$24.2K 0.03% 381
2023
Q4 		$544K Sell
11,046
-1,515
-12% -$70.6K 0.04% 335
2023
Q3 		$573K Sell
12,561
-4,522
-26% -$212K 0.04% 300
2023
Q2 		$806K Buy
+17,083
New +$811K 0.06% 269
2022
Q4 		$795K Sell
18,067
-3,718
-17% -$156K 0.06% 274
2022
Q3 		$815K Sell
21,785
-907
-4% -$37.5K 0.07% 245
2022
Q2 		$949K Buy
22,692
+176
+0.8% +$8.07K 0.07% 216
2022
Q1 		$1.1M Buy
22,516
+275
+1% +$13.5K 0.08% 202
2021
Q4 		$1.1M Buy
+22,241
New +$1.08M 0.07% 215

Other funds holding DOL

BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Powers Advisory Group
Powers Advisory Group Highland, Illinois $330M AUM 11.85% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Herold Advisors
Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
TopTier Wealth Management
TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

CoreCap Advisors's DOL Position: Q3 2026 in Review

CoreCap Advisors reduced its WisdomTree True Developed International Fund (DOL) stake by 0.99% in Q3 2026, selling an estimated $7.79K and leaving 10,292 shares worth $765K. The position accounts for 0.02% of the portfolio, ranked #445.

CoreCap Advisors first reported a position in DOL in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.1M in Q4 2021. 24 funds tracked by Wall St. Rank hold DOL as of Q3 2026.

  • CoreCap Advisors held 10,292 shares of WisdomTree True Developed International Fund worth $765K as of Q3 2026.
  • CoreCap Advisors sold 103 WisdomTree True Developed International Fund shares in Q3 2026, an estimated $7.79K.
  • WisdomTree True Developed International Fund made up 0.02% of CoreCap Advisors's portfolio in Q3 2026, its #445 holding.
  • CoreCap Advisors first reported a position in WisdomTree True Developed International Fund in Q4 2021 and has held it in 19 quarters since.
  • CoreCap Advisors's WisdomTree True Developed International Fund position peaked at $1.1M in Q4 2021.
  • 24 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.