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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
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% -$24.3K 0.03% 381
2023
Q4 		$544K Sell
11,046
-1,515
-12% -$70.5K 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 		$1.09M 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

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

CoreCap Advisors's DOL Position: Q2 2026 in Review

CoreCap Advisors reduced its WisdomTree True Developed International Fund (DOL) stake by 0.73% in Q2 2026, selling an estimated $5.56K and leaving 10,395 shares worth $773K. The position accounts for 0.02% of the portfolio, ranked #443.

CoreCap Advisors first reported a position in DOL in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.1M in Q4 2021. 108 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

  • CoreCap Advisors held 10,395 shares of WisdomTree True Developed International Fund worth $773K as of Q2 2026.
  • CoreCap Advisors sold 76 WisdomTree True Developed International Fund shares in Q2 2026, an estimated $5.56K.
  • WisdomTree True Developed International Fund made up 0.02% of CoreCap Advisors's portfolio in Q2 2026, its #443 holding.
  • CoreCap Advisors first reported a position in WisdomTree True Developed International Fund in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's WisdomTree True Developed International Fund position peaked at $1.1M in Q4 2021.
  • 108 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.