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Creekmur Asset Management’s WisdomTree True Developed International Fund DOL Stock Holding History

Creekmur Asset 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
Q3 		$42.6K Sell
684
-228
-25% -$13.9K 0.01% 359
2025
Q2 		$54.3K Hold
912
– – 0.01% 330
2025
Q1 		$50.2K Hold
912
– – 0.01% 312
2024
Q4 		$45.1K Hold
912
– – 0.01% 251
2024
Q3 		$49.2K Hold
912
– – 0.01% 242
2024
Q2 		$46.3K Buy
+912
New +$47.1K 0.01% 271

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 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

Creekmur Asset Management's DOL Position: Q3 2025 in Review

Creekmur Asset Management reduced its WisdomTree True Developed International Fund (DOL) stake by 25% in Q3 2025, selling an estimated $13.9K and leaving 684 shares worth $42.6K. The position accounts for 0.01% of the portfolio, ranked #359.

Creekmur Asset Management first reported a position in DOL in Q2 2024 and has held it in 6 quarters since. The position peaked at $54.3K in Q2 2025. 104 funds tracked by Wall St. Rank hold DOL as of Q3 2025.

  • Creekmur Asset Management held 684 shares of WisdomTree True Developed International Fund worth $42.6K as of Q3 2025.
  • Creekmur Asset Management sold 228 WisdomTree True Developed International Fund shares in Q3 2025, an estimated $13.9K.
  • WisdomTree True Developed International Fund made up 0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #359 holding.
  • Creekmur Asset Management first reported a position in WisdomTree True Developed International Fund in Q2 2024 and has held it in 6 quarters since.
  • Creekmur Asset Management's WisdomTree True Developed International Fund position peaked at $54.3K in Q2 2025.
  • 104 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.