Harbour Investments’s WisdomTree True Developed International Fund DOL Stock Holding History

Harbour Investments’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 Q1	–	Sell	-166	Closed	-$10.9K	–	4700
2025 Q4	$10.9K	Hold	166	–	–	﹤0.01%	2699
2025 Q3	$10.3K	Buy	+166	New	+$10.1K	﹤0.01%	2669
2025 Q1	–	Sell	-20	Closed	-$989	–	3584
2024 Q4	$989	Hold	20	–	–	﹤0.01%	3176
2024 Q3	$1.08K	Hold	20	–	–	﹤0.01%	3080
2024 Q2	$1.01K	Hold	20	–	–	﹤0.01%	2991
2024 Q1	$1.03K	Hold	20	–	–	﹤0.01%	2919
2023 Q4	$985	Hold	20	–	–	﹤0.01%	2829
2023 Q3	$912	Hold	20	–	–	﹤0.01%	2722
2023 Q2	$943	Hold	20	–	–	﹤0.01%	2705
2023 Q1	$934	Hold	20	–	–	﹤0.01%	2700
2022 Q4	$880	Hold	20	–	–	﹤0.01%	2711
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	2557
2022 Q2	$1K	Buy	+20	New	+$917	﹤0.01%	2557
2021 Q4	$1K	Sell	20 -434	-96%	-$21.1K	﹤0.01%	2494
2021 Q3	$22K	Buy	454 +5	+1%	+$249	﹤0.01%	2242
2021 Q2	$22K	Buy	449 +5	+1%	+$248	﹤0.01%	2289
2021 Q1	$21K	Buy	+444	New	+$20.9K	﹤0.01%	2178

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

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

CFP

Cascade Financial Partners San Diego, California $1.15B AUM 33.6% 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

Harbour Investments's DOL Position: Q1 2026 in Review

Harbour Investments sold out of WisdomTree True Developed International Fund (DOL) in Q1 2026, closing a stake of 166 shares — an estimated $10.9K sold.

Harbour Investments first reported a position in DOL in Q1 2021 and held it in 17 quarters. The position peaked at $22K in Q3 2021. 109 funds tracked by Wall St. Rank hold DOL as of Q1 2026.

Harbour Investments reported no remaining WisdomTree True Developed International Fund position as of Q1 2026 after selling out during the quarter.
Harbour Investments sold 166 WisdomTree True Developed International Fund shares in Q1 2026, an estimated $10.9K.
Harbour Investments first reported a position in WisdomTree True Developed International Fund in Q1 2021 and held it in 17 quarters.
Harbour Investments's WisdomTree True Developed International Fund position peaked at $22K in Q3 2021.
109 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.