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

Evanson 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 Q2	$869K	Buy	+11,679	New	+$855K	0.04%	152

Other funds holding DOL

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Evanson Financial's DOL Position: Q2 2026 in Review

Evanson Financial opened a new position in WisdomTree True Developed International Fund (DOL) in Q2 2026: 11,679 shares worth $869K. The stake represents 0.04% of the portfolio and ranks #152 among its holdings.

108 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

Evanson Financial held 11,679 shares of WisdomTree True Developed International Fund worth $869K as of Q2 2026.
WisdomTree True Developed International Fund was a new Evanson Financial position in Q2 2026.
WisdomTree True Developed International Fund made up 0.04% of Evanson Financial's portfolio in Q2 2026, its #152 holding.
108 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on Evanson Financial's 13F filing for Q2 2026, filed 7 Jul 2026.