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 Q3	$390K	Hold	5,246	–	–	0.03%	139
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

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

PAG

Powers Advisory Group Highland, Illinois $330M AUM 11.85% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

TWM

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Discipline Wealth Solutions's DOL Position: Q3 2026 in Review

Discipline Wealth Solutions held its WisdomTree True Developed International Fund (DOL) position steady in Q3 2026 at 5,246 shares worth $390K. The position accounts for 0.03% of the portfolio, ranked #139.

Discipline Wealth Solutions first reported a position in DOL in Q3 2025 and has held it in 5 quarters since. The position peaked at $390K in Q2 2026. 21 funds tracked by Wall St. Rank hold DOL as of Q3 2026.

Discipline Wealth Solutions held 5,246 shares of WisdomTree True Developed International Fund worth $390K as of Q3 2026.
Discipline Wealth Solutions left its WisdomTree True Developed International Fund share count unchanged in Q3 2026.
WisdomTree True Developed International Fund made up 0.03% of Discipline Wealth Solutions's portfolio in Q3 2026, its #139 holding.
Discipline Wealth Solutions first reported a position in WisdomTree True Developed International Fund in Q3 2025 and has held it in 5 quarters since.
Discipline Wealth Solutions's WisdomTree True Developed International Fund position peaked at $390K in Q2 2026.
21 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.