Global Retirement Partners’s WisdomTree True Developed International Fund DOL Stock Holding History

Global Retirement Partners’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 Q4	$20.1K	Buy	305 +1	+0.3%	+$64	﹤0.01%	2864
2025 Q3	$18.9K	Hold	304	–	–	﹤0.01%	2425
2025 Q2	$18.1K	Buy	+304	New	+$17.5K	﹤0.01%	2338
2024 Q4	$12.4K	Sell	252 -105	-29%	-$5.39K	﹤0.01%	2309
2024 Q3	$19.3K	Sell	357 -442	-55%	-$23.1K	﹤0.01%	2017
2024 Q2	$40.5K	Sell	799 -39	-5%	-$2.02K	﹤0.01%	1645
2024 Q1	$43.3K	Sell	838 -203	-20%	-$10.1K	﹤0.01%	1467
2023 Q4	$50.4K	Sell	1,041 -168	-14%	-$7.82K	﹤0.01%	1368
2023 Q3	$53.8K	Sell	1,209 -97	-7%	-$4.55K	﹤0.01%	1235
2023 Q2	$61.6K	Buy	1,306 +15	+1%	+$713	﹤0.01%	1174
2023 Q1	$61.5K	Buy	1,291 +1,241	+2,482%	+$57.7K	﹤0.01%	1145
2022 Q4	$2.21K	Buy	+50	New	+$2.09K	﹤0.01%	2322

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

Global Retirement Partners's DOL Position: Q4 2025 in Review

Global Retirement Partners increased its WisdomTree True Developed International Fund (DOL) stake by 0.33% in Q4 2025, buying an estimated $64 and bringing the position to 305 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2864.

Global Retirement Partners first reported a position in DOL in Q4 2022 and has held it in 12 quarters since. The position peaked at $61.6K in Q2 2023. 104 funds tracked by Wall St. Rank hold DOL as of Q4 2025.

Global Retirement Partners held 305 shares of WisdomTree True Developed International Fund worth $20.1K as of Q4 2025.
Global Retirement Partners bought 1 WisdomTree True Developed International Fund share in Q4 2025, an estimated $64.
WisdomTree True Developed International Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2864 holding.
Global Retirement Partners first reported a position in WisdomTree True Developed International Fund in Q4 2022 and has held it in 12 quarters since.
Global Retirement Partners's WisdomTree True Developed International Fund position peaked at $61.6K in Q2 2023.
104 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.