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 Q2	$315K	Hold	4,230	–	–	0.16%	54
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 $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

Frazier Financial Advisors's DOL Position: Q2 2026 in Review

Frazier Financial Advisors held its WisdomTree True Developed International Fund (DOL) position steady in Q2 2026 at 4,230 shares worth $315K. The position accounts for 0.16% of the portfolio, ranked #54.

Frazier Financial Advisors first reported a position in DOL in Q4 2023 and has held it in 11 quarters since. 108 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

Frazier Financial Advisors held 4,230 shares of WisdomTree True Developed International Fund worth $315K as of Q2 2026.
Frazier Financial Advisors left its WisdomTree True Developed International Fund share count unchanged in Q2 2026.
WisdomTree True Developed International Fund made up 0.16% of Frazier Financial Advisors's portfolio in Q2 2026, its #54 holding.
Frazier Financial Advisors first reported a position in WisdomTree True Developed International Fund in Q4 2023 and has held it in 11 quarters since.
108 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.