FSA Wealth Management’s WisdomTree True Developed International Fund DOL Stock Holding History

FSA Wealth Management’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	$24.9K	Hold	400	–	–	0.01%	227
2025 Q2	$23.8K	Hold	400	–	–	0.01%	222
2025 Q1	$22K	Hold	400	–	–	0.01%	214
2024 Q4	$19.8K	Hold	400	–	–	0.01%	236
2024 Q3	$21.6K	Buy	+400	New	+$20.9K	0.01%	231
2024 Q1	$20.7K	Hold	400	–	–	0.01%	245
2023 Q4	$20K	Buy	+400	New	+$18.6K	0.01%	227
2021 Q1	–	Sell	-400	Closed	-$18K	–	103
2020 Q4	$18K	Buy	+400	New	+$17.4K	0.01%	216
2020 Q3	–	Sell	-400	Closed	-$16K	–	139
2020 Q2	$16K	Hold	400	–	–	0.01%	215
2020 Q1	$15K	Hold	400	–	–	0.01%	202
2019 Q4	$20K	Buy	+400	New	+$19K	0.01%	227

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

FSA Wealth Management's DOL Position: Q3 2025 in Review

FSA Wealth Management held its WisdomTree True Developed International Fund (DOL) position steady in Q3 2025 at 400 shares worth $24.9K. The position accounts for 0.01% of the portfolio, ranked #227.

FSA Wealth Management first reported a position in DOL in Q4 2019 and has held it in 11 quarters since. 104 funds tracked by Wall St. Rank hold DOL as of Q3 2025.

FSA Wealth Management held 400 shares of WisdomTree True Developed International Fund worth $24.9K as of Q3 2025.
FSA Wealth Management left its WisdomTree True Developed International Fund share count unchanged in Q3 2025.
WisdomTree True Developed International Fund made up 0.01% of FSA Wealth Management's portfolio in Q3 2025, its #227 holding.
FSA Wealth Management first reported a position in WisdomTree True Developed International Fund in Q4 2019 and has held it in 11 quarters since.
104 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.