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Gladstone Institutional Advisory’s WisdomTree True Developed International Fund DOL Stock Holding History

Gladstone Institutional Advisory’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 		$3.17M Sell
42,664
-308
-0.7% -$22.5K 0.1% 214
2026
Q1 		$2.92M Sell
42,972
-1,078
-2% -$75K 0.11% 198
2025
Q4 		$2.9M Buy
44,050
+1,602
+4% +$102K 0.11% 203
2025
Q3 		$2.64M Sell
42,448
-658
-2% -$40.1K 0.1% 205
2025
Q2 		$2.57M Sell
43,106
-1,234
-3% -$70.9K 0.11% 203
2025
Q1 		$2.44M Buy
44,340
+2,916
+7% +$155K 0.11% 195
2024
Q4 		$2.05M Buy
41,424
+2,618
+7% +$135K 0.1% 219
2024
Q3 		$2.09M Buy
38,806
+4,942
+15% +$259K 0.1% 216
2024
Q2 		$1.72M Buy
33,864
+1,826
+6% +$94.3K 0.09% 235
2024
Q1 		$1.66M Buy
32,038
+3,243
+11% +$161K 0.09% 234
2023
Q4 		$1.42M Buy
28,795
+5,664
+24% +$264K 0.08% 245
2023
Q3 		$1.06M Buy
23,131
+5,202
+29% +$244K 0.07% 258
2023
Q2 		$846K Buy
17,929
+2,716
+18% +$129K 0.05% 305
2023
Q1 		$710K Buy
15,213
+1,137
+8% +$52.8K 0.05% 344
2022
Q4 		$619K Buy
14,076
+4,101
+41% +$172K 0.04% 357
2022
Q3 		$373K Buy
9,975
+5,121
+106% +$212K 0.03% 446
2022
Q2 		$203K Buy
+4,854
New +$223K 0.02% 603

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

Gladstone Institutional Advisory's DOL Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its WisdomTree True Developed International Fund (DOL) stake by 0.72% in Q2 2026, selling an estimated $22.5K and leaving 42,664 shares worth $3.17M. The position accounts for 0.1% of the portfolio, ranked #214.

Gladstone Institutional Advisory first reported a position in DOL in Q2 2022 and has held it in 17 quarters since. 109 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

  • Gladstone Institutional Advisory held 42,664 shares of WisdomTree True Developed International Fund worth $3.17M as of Q2 2026.
  • Gladstone Institutional Advisory sold 308 WisdomTree True Developed International Fund shares in Q2 2026, an estimated $22.5K.
  • WisdomTree True Developed International Fund made up 0.1% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #214 holding.
  • Gladstone Institutional Advisory first reported a position in WisdomTree True Developed International Fund in Q2 2022 and has held it in 17 quarters since.
  • 109 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.