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

Downshift Financial’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	$34K	Buy	+458	New	+$34.7K	0.01%	195

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

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Downshift Financial's DOL Position: Q3 2026 in Review

Downshift Financial opened a new position in WisdomTree True Developed International Fund (DOL) in Q3 2026: 458 shares worth $34K. The stake represents 0.01% of the portfolio and ranks #195 among its holdings.

21 funds tracked by Wall St. Rank hold DOL as of Q3 2026.

Downshift Financial held 458 shares of WisdomTree True Developed International Fund worth $34K as of Q3 2026.
WisdomTree True Developed International Fund was a new Downshift Financial position in Q3 2026.
WisdomTree True Developed International Fund made up 0.01% of Downshift Financial's portfolio in Q3 2026, its #195 holding.
21 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q3 2026.

Based on Downshift Financial's 13F filing for Q3 2026, filed 13 Oct 2026.