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
2026 Q2	$22.8K	Buy	+307	New	+$22.5K	﹤0.01%	2988
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 $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

Global Retirement Partners's DOL Position: Q2 2026 in Review

Global Retirement Partners opened a new position in WisdomTree True Developed International Fund (DOL) in Q2 2026: 307 shares worth $22.8K. The stake represents ﹤0.01% of the portfolio and ranks #2988 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in DOL as recently as Q4 2025.

Global Retirement Partners first reported a position in DOL in Q4 2022 and has held it in 13 quarters since. The position peaked at $61.6K in Q2 2023. 109 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

Global Retirement Partners held 307 shares of WisdomTree True Developed International Fund worth $22.8K as of Q2 2026.
WisdomTree True Developed International Fund was a new Global Retirement Partners position in Q2 2026.
WisdomTree True Developed International Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2988 holding.
Global Retirement Partners first reported a position in WisdomTree True Developed International Fund in Q4 2022 and has held it in 13 quarters since.
Global Retirement Partners's WisdomTree True Developed International Fund position peaked at $61.6K in Q2 2023.
109 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.