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Discipline Wealth Solutions’s WisdomTree True Developed International Fund DOL Stock Holding History

Discipline Wealth Solutions’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 		$390K Hold
5,246
– – 0.03% 144
2026
Q1 		$357K Hold
5,246
– – 0.04% 135
2025
Q4 		$345K Hold
5,246
– – 0.06% 127
2025
Q3 		$327K Buy
+5,246
New +$320K 0.09% 124

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

Discipline Wealth Solutions's DOL Position: Q2 2026 in Review

Discipline Wealth Solutions held its WisdomTree True Developed International Fund (DOL) position steady in Q2 2026 at 5,246 shares worth $390K. The position accounts for 0.03% of the portfolio, ranked #144.

Discipline Wealth Solutions first reported a position in DOL in Q3 2025 and has held it in 4 quarters since. 108 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

  • Discipline Wealth Solutions held 5,246 shares of WisdomTree True Developed International Fund worth $390K as of Q2 2026.
  • Discipline Wealth Solutions left its WisdomTree True Developed International Fund share count unchanged in Q2 2026.
  • WisdomTree True Developed International Fund made up 0.03% of Discipline Wealth Solutions's portfolio in Q2 2026, its #144 holding.
  • Discipline Wealth Solutions first reported a position in WisdomTree True Developed International Fund in Q3 2025 and has held it in 4 quarters since.
  • 108 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.