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

Founders Financial Alliance’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	$19.7K	Hold	265	–	–	﹤0.01%	637
2026 Q1	$18K	Hold	265	–	–	﹤0.01%	584
2025 Q4	$17.5K	Hold	265	–	–	﹤0.01%	475
2025 Q3	$16.5K	Buy	265 +28	+12%	+$1.71K	﹤0.01%	571
2025 Q2	$14.1K	Buy	237 +23	+11%	+$1.32K	﹤0.01%	445
2025 Q1	$11.8K	Buy	214 +82	+62%	+$4.36K	﹤0.01%	521
2024 Q4	$6.53K	Hold	132	–	–	﹤0.01%	505
2024 Q3	$7.12K	Hold	132	–	–	﹤0.01%	511
2024 Q2	$6.7K	Buy	132 +20	+18%	+$1.03K	﹤0.01%	495
2024 Q1	$5.79K	Sell	112 -70	-38%	-$3.49K	﹤0.01%	510
2023 Q4	$8.96K	Buy	182 +91	+100%	+$4.24K	﹤0.01%	438
2023 Q3	$4.15K	Hold	91	–	–	﹤0.01%	448
2023 Q2	$4.29K	Hold	91	–	–	﹤0.01%	477
2023 Q1	$4.25K	Sell	91 -48	-35%	-$2.23K	﹤0.01%	428
2022 Q4	$6.12K	Hold	139	–	–	﹤0.01%	440
2022 Q3	$5K	Hold	139	–	–	﹤0.01%	439
2022 Q2	$6K	Sell	139 -4	-3%	-$183	﹤0.01%	453
2022 Q1	$7K	Hold	143	–	–	﹤0.01%	406
2021 Q4	$7K	Hold	143	–	–	﹤0.01%	444
2021 Q3	$7K	Hold	143	–	–	﹤0.01%	416
2021 Q2	$7K	Sell	143 -5	-3%	-$248	﹤0.01%	437
2021 Q1	$7K	Sell	148 -200	-57%	-$9.42K	﹤0.01%	420
2020 Q4	$16K	Hold	348	–	–	0.01%	346
2020 Q3	$14K	Buy	+348	New	+$14.7K	0.01%	667

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

Founders Financial Alliance's DOL Position: Q2 2026 in Review

Founders Financial Alliance held its WisdomTree True Developed International Fund (DOL) position steady in Q2 2026 at 265 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

Founders Financial Alliance first reported a position in DOL in Q3 2020 and has held it in 24 quarters since. 108 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

Founders Financial Alliance held 265 shares of WisdomTree True Developed International Fund worth $19.7K as of Q2 2026.
Founders Financial Alliance left its WisdomTree True Developed International Fund share count unchanged in Q2 2026.
WisdomTree True Developed International Fund made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #637 holding.
Founders Financial Alliance first reported a position in WisdomTree True Developed International Fund in Q3 2020 and has held it in 24 quarters since.
108 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.