Frazier Financial Advisors’s WisdomTree True Developed International Fund DOL Stock Holding History

Frazier Financial Advisors’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 Q1	$288K	Hold	4,230	–	–	0.16%	52
2025 Q4	$279K	Hold	4,230	–	–	0.16%	52
2025 Q3	$263K	Hold	4,230	–	–	0.16%	49
2025 Q2	$252K	Hold	4,230	–	–	0.18%	47
2025 Q1	$233K	Hold	4,230	–	–	0.18%	45
2024 Q4	$209K	Hold	4,230	–	–	0.17%	49
2024 Q3	$228K	Hold	4,230	–	–	0.18%	49
2024 Q2	$215K	Sell	4,230 -1,620	-28%	-$83.7K	0.17%	53
2024 Q1	$303K	Hold	5,850	–	–	0.25%	40
2023 Q4	$288K	Buy	+5,850	New	+$272K	0.25%	36

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

KFI

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Frazier Financial Advisors's DOL Position: Q1 2026 in Review

Frazier Financial Advisors held its WisdomTree True Developed International Fund (DOL) position steady in Q1 2026 at 4,230 shares worth $288K. The position accounts for 0.16% of the portfolio, ranked #52.

Frazier Financial Advisors first reported a position in DOL in Q4 2023 and has held it in 10 quarters since. The position peaked at $303K in Q1 2024. 109 funds tracked by Wall St. Rank hold DOL as of Q1 2026.

Frazier Financial Advisors held 4,230 shares of WisdomTree True Developed International Fund worth $288K as of Q1 2026.
Frazier Financial Advisors left its WisdomTree True Developed International Fund share count unchanged in Q1 2026.
WisdomTree True Developed International Fund made up 0.16% of Frazier Financial Advisors's portfolio in Q1 2026, its #52 holding.
Frazier Financial Advisors first reported a position in WisdomTree True Developed International Fund in Q4 2023 and has held it in 10 quarters since.
Frazier Financial Advisors's WisdomTree True Developed International Fund position peaked at $303K in Q1 2024.
109 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.