CFD
DOL icon

Creative Financial Designs’s WisdomTree True Developed International Fund DOL Stock Holding History

Creative Financial Designs’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
Q1 		$21.1K Hold
310
– – ﹤0.01% 1187
2025
Q4 		$20.4K Buy
+310
New +$19.7K ﹤0.01% 1146

Other funds holding DOL

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $570B AUM 27.57% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
CFP
Cascade Financial Partners San Diego, California $970M AUM 19.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Financial Designs's DOL Position: Q1 2026 in Review

Creative Financial Designs held its WisdomTree True Developed International Fund (DOL) position steady in Q1 2026 at 310 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1187.

Creative Financial Designs first reported a position in DOL in Q4 2025 and has held it in 2 quarters since. 109 funds tracked by Wall St. Rank hold DOL as of Q1 2026.

  • Creative Financial Designs held 310 shares of WisdomTree True Developed International Fund worth $21.1K as of Q1 2026.
  • Creative Financial Designs left its WisdomTree True Developed International Fund share count unchanged in Q1 2026.
  • WisdomTree True Developed International Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1187 holding.
  • Creative Financial Designs first reported a position in WisdomTree True Developed International Fund in Q4 2025 and has held it in 2 quarters since.
  • 109 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.