Focus Partners Advisor Solutions’s WisdomTree True Developed International Fund DOL Stock Holding History

Focus Partners Advisor 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
2025 Q3	–	Sell	-5,246	Closed	-$312K	–	1170
2025 Q2	$312K	Hold	5,246	–	–	﹤0.01%	842
2025 Q1	$289K	Buy	5,246 +1,136	+28%	+$60.4K	﹤0.01%	769
2024 Q4	$203K	Sell	4,110 -1,353	-25%	-$69.5K	﹤0.01%	731
2024 Q3	$295K	Sell	5,463 -4,910	-47%	-$257K	0.01%	577
2024 Q2	$526K	Sell	10,373 -47	-0.5%	-$2.43K	0.01%	356
2024 Q1	$539K	Buy	10,420 +3,419	+49%	+$170K	0.02%	343
2023 Q4	$345K	Buy	+7,001	New	+$326K	0.02%	311

Other funds holding DOL

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

CFP

Cascade Financial Partners San Diego, California $970M AUM 19.9% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Focus Partners Advisor Solutions's DOL Position: Q3 2025 in Review

Focus Partners Advisor Solutions sold out of WisdomTree True Developed International Fund (DOL) in Q3 2025, closing a stake of 5,246 shares — an estimated $312K sold.

Focus Partners Advisor Solutions first reported a position in DOL in Q4 2023 and held it in 7 quarters. The position peaked at $539K in Q1 2024. 104 funds tracked by Wall St. Rank hold DOL as of Q3 2025.

Focus Partners Advisor Solutions reported no remaining WisdomTree True Developed International Fund position as of Q3 2025 after selling out during the quarter.
Focus Partners Advisor Solutions sold 5,246 WisdomTree True Developed International Fund shares in Q3 2025, an estimated $312K.
Focus Partners Advisor Solutions first reported a position in WisdomTree True Developed International Fund in Q4 2023 and held it in 7 quarters.
Focus Partners Advisor Solutions's WisdomTree True Developed International Fund position peaked at $539K in Q1 2024.
104 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q3 2025.

Based on Focus Partners Advisor Solutions's 13F filing for Q3 2025, filed 12 Nov 2025.