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	$655	Buy	+12,910	New	+$667K	0.05%	218

Other funds holding DOL

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $166M AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return