First Heartland Consultants’s WisdomTree True Developed International Fund DOL Stock Holding History

First Heartland Consultants’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	$2.15M	Sell	28,917 -16,627	-37%	-$1.22M	0.14%	128
2026 Q1	$3.1M	Sell	45,544 -28,091	-38%	-$1.96M	0.24%	92
2025 Q4	$4.85M	Sell	73,635 -18,205	-20%	-$1.16M	0.37%	67
2025 Q3	$5.72M	Buy	91,840 +29,850	+48%	+$1.82M	0.46%	59
2025 Q2	$3.69M	Buy	+61,990	New	+$3.56M	0.33%	72
2025 Q1	–	Sell	-34,306	Closed	-$1.7M	–	450
2024 Q4	$1.7M	Buy	34,306 +21,559	+169%	+$1.11M	0.17%	115
2024 Q3	$688K	Sell	12,747 -163	-1%	-$8.53K	0.07%	187
2024 Q2	$655K	Buy	+12,910	New	+$667K	0.05%	218

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

First Heartland Consultants's DOL Position: Q2 2026 in Review

First Heartland Consultants reduced its WisdomTree True Developed International Fund (DOL) stake by 37% in Q2 2026, selling an estimated $1.22M and leaving 28,917 shares worth $2.15M. The position accounts for 0.14% of the portfolio, ranked #128.

First Heartland Consultants first reported a position in DOL in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.72M in Q3 2025. 108 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

First Heartland Consultants held 28,917 shares of WisdomTree True Developed International Fund worth $2.15M as of Q2 2026.
First Heartland Consultants sold 16,627 WisdomTree True Developed International Fund shares in Q2 2026, an estimated $1.22M.
WisdomTree True Developed International Fund made up 0.14% of First Heartland Consultants's portfolio in Q2 2026, its #128 holding.
First Heartland Consultants first reported a position in WisdomTree True Developed International Fund in Q2 2024 and has held it in 8 quarters since.
First Heartland Consultants's WisdomTree True Developed International Fund position peaked at $5.72M in Q3 2025.
108 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.