Herold Advisors’s WisdomTree True Developed International Fund DOL Stock Holding History

Herold Advisors’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	$613K	Buy	9,016 +174	+2%	+$12.1K	0.13%	155
2025 Q4	$582K	Buy	8,842 +4,661	+111%	+$296K	0.13%	154
2025 Q3	$260K	Buy	4,181 +323	+8%	+$19.7K	0.06%	219
2025 Q2	$230K	Sell	3,858 -123	-3%	-$7.07K	0.05%	274
2025 Q1	$219K	Sell	3,981 -300	-7%	-$15.9K	0.05%	252
2024 Q4	$212K	Hold	4,281	–	–	0.05%	261
2024 Q3	$231K	Buy	4,281 +300	+8%	+$15.7K	0.05%	246
2024 Q2	$202K	Hold	3,981	–	–	0.05%	252
2024 Q1	$206K	Buy	+3,981	New	+$198K	0.05%	252

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

KFI

Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Herold Advisors's DOL Position: Q1 2026 in Review

Herold Advisors increased its WisdomTree True Developed International Fund (DOL) stake by 2% in Q1 2026, buying an estimated $12.1K and bringing the position to 9,016 shares worth $613K. The position accounts for 0.13% of the portfolio, ranked #155.

Herold Advisors first reported a position in DOL in Q1 2024 and has held it in 9 quarters since. 109 funds tracked by Wall St. Rank hold DOL as of Q1 2026.

Herold Advisors held 9,016 shares of WisdomTree True Developed International Fund worth $613K as of Q1 2026.
Herold Advisors bought 174 WisdomTree True Developed International Fund shares in Q1 2026, an estimated $12.1K.
WisdomTree True Developed International Fund made up 0.13% of Herold Advisors's portfolio in Q1 2026, its #155 holding.
Herold Advisors first reported a position in WisdomTree True Developed International Fund in Q1 2024 and has held it in 9 quarters since.
109 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.