Focus Partners Wealth
DOL icon

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

Focus Partners Wealth’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 		$667K Sell
8,969
-17
-0.2% -$1.25K ﹤0.01% 1824
2026
Q1 		$611K Sell
8,986
-1,170
-12% -$81.4K ﹤0.01% 1833
2025
Q4 		$669K Buy
10,156
+1,782
+21% +$113K ﹤0.01% 1824
2025
Q3 		$521K Buy
8,374
+216
+3% +$13.2K ﹤0.01% 1599
2025
Q2 		$486K Buy
8,158
+43
+0.5% +$2.47K ﹤0.01% 1454
2025
Q1 		$447K Buy
8,115
+263
+3% +$14K ﹤0.01% 1393
2024
Q4 		$388K Buy
+7,852
New +$403K ﹤0.01% 1437

Other funds holding DOL

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Focus Partners Wealth's DOL Position: Q2 2026 in Review

Focus Partners Wealth reduced its WisdomTree True Developed International Fund (DOL) stake by 0.19% in Q2 2026, selling an estimated $1.25K and leaving 8,969 shares worth $667K. The position accounts for ﹤0.01% of the portfolio, ranked #1824.

Focus Partners Wealth first reported a position in DOL in Q4 2024 and has held it in 7 quarters since. The position peaked at $669K in Q4 2025. 109 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

  • Focus Partners Wealth held 8,969 shares of WisdomTree True Developed International Fund worth $667K as of Q2 2026.
  • Focus Partners Wealth sold 17 WisdomTree True Developed International Fund shares in Q2 2026, an estimated $1.25K.
  • WisdomTree True Developed International Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1824 holding.
  • Focus Partners Wealth first reported a position in WisdomTree True Developed International Fund in Q4 2024 and has held it in 7 quarters since.
  • Focus Partners Wealth's WisdomTree True Developed International Fund position peaked at $669K in Q4 2025.
  • 109 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.