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 Q3	$780K	Sell	10,498 -74	-0.7%	-$5.6K	0.15%	139
2026 Q2	$786K	Buy	10,572 +1,556	+17%	+$114K	0.16%	142
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

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

PAG

Powers Advisory Group Highland, Illinois $330M AUM 11.85% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

TWM

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Herold Advisors's DOL Position: Q3 2026 in Review

Herold Advisors reduced its WisdomTree True Developed International Fund (DOL) stake by 0.7% in Q3 2026, selling an estimated $5.6K and leaving 10,498 shares worth $780K. The position accounts for 0.15% of the portfolio, ranked #139.

Herold Advisors first reported a position in DOL in Q1 2024 and has held it in 11 quarters since. The position peaked at $786K in Q2 2026. 21 funds tracked by Wall St. Rank hold DOL as of Q3 2026.

Herold Advisors held 10,498 shares of WisdomTree True Developed International Fund worth $780K as of Q3 2026.
Herold Advisors sold 74 WisdomTree True Developed International Fund shares in Q3 2026, an estimated $5.6K.
WisdomTree True Developed International Fund made up 0.15% of Herold Advisors's portfolio in Q3 2026, its #139 holding.
Herold Advisors first reported a position in WisdomTree True Developed International Fund in Q1 2024 and has held it in 11 quarters since.
Herold Advisors's WisdomTree True Developed International Fund position peaked at $786K in Q2 2026.
21 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.