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Howe & Rusling’s WisdomTree True Developed International Fund DOL Stock Holding History

Howe & Rusling’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 		$1.24M Buy
18,275
+3,046
+20% +$212K 0.08% 117
2025
Q4 		$1M Buy
15,229
+127
+0.8% +$8.07K 0.07% 125
2025
Q3 		$940K Buy
15,102
+1,621
+12% +$98.9K 0.06% 132
2025
Q2 		$803K Buy
13,481
+704
+6% +$40.5K 0.06% 142
2025
Q1 		$704K Buy
12,777
+392
+3% +$20.8K 0.06% 139
2024
Q4 		$612K Sell
12,385
-32
-0.3% -$1.64K 0.05% 135
2024
Q3 		$670K Sell
12,417
-409
-3% -$21.4K 0.06% 136
2024
Q2 		$651K Sell
12,826
-61
-0.5% -$3.15K 0.06% 133
2024
Q1 		$666K Sell
12,887
-181
-1% -$9.01K 0.06% 127
2023
Q4 		$644K Sell
13,068
-1,307
-9% -$60.9K 0.07% 123
2023
Q3 		$656K Buy
14,375
+299
+2% +$14K 0.08% 119
2023
Q2 		$664K Buy
14,076
+2,097
+18% +$99.6K 0.07% 123
2023
Q1 		$559K Buy
11,979
+5,318
+80% +$247K 0.07% 126
2022
Q4 		$293K Sell
6,661
-220
-3% -$9.2K 0.04% 171
2022
Q3 		$258K Sell
6,881
-688
-9% -$28.5K 0.03% 175
2022
Q2 		$317K Buy
7,569
+900
+13% +$41.3K 0.04% 152
2022
Q1 		$324K Sell
6,669
-1,139
-15% -$55.8K 0.04% 156
2021
Q4 		$386K Buy
7,808
+392
+5% +$19.1K 0.05% 141
2021
Q3 		$353K Sell
7,416
-11,048
-60% -$550K 0.04% 144
2021
Q2 		$911K Buy
18,464
+1,538
+9% +$76.4K 0.11% 97
2021
Q1 		$801K Buy
16,926
+1,146
+7% +$54K 0.11% 96
2020
Q4 		$725K Sell
15,780
-11,070
-41% -$481K 0.11% 90
2020
Q3 		$1.11M Sell
26,850
-289
-1% -$12.2K 0.19% 75
2020
Q2 		$1.11M Sell
27,139
-2,980
-10% -$116K 0.2% 68
2020
Q1 		$1.11M Buy
30,119
+5,668
+23% +$251K 0.24% 68
2019
Q4 		$1.2M Buy
24,451
+200
+0.8% +$9.49K 0.2% 91
2019
Q3 		$1.11M Buy
24,251
+2,718
+13% +$125K 0.2% 93
2019
Q2 		$1.01M Sell
21,533
-1,942
-8% -$90.8K 0.18% 96
2019
Q1 		$1.09M Buy
23,475
+5,563
+31% +$253K 0.19% 95
2018
Q4 		$762K Buy
17,912
+16,899
+1,668% +$760K 0.16% 93
2018
Q3 		$49K Buy
1,013
+773
+322% +$37.3K 0.01% 274
2018
Q2 		$11K Buy
+240
New +$12K ﹤0.01% 443

Other funds holding DOL

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
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
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BW
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Howe & Rusling's DOL Position: Q1 2026 in Review

Howe & Rusling increased its WisdomTree True Developed International Fund (DOL) stake by 20% in Q1 2026, buying an estimated $212K and bringing the position to 18,275 shares worth $1.24M. The position accounts for 0.08% of the portfolio, ranked #117.

Howe & Rusling first reported a position in DOL in Q2 2018 and has held it in 32 quarters since. 109 funds tracked by Wall St. Rank hold DOL as of Q1 2026.

  • Howe & Rusling held 18,275 shares of WisdomTree True Developed International Fund worth $1.24M as of Q1 2026.
  • Howe & Rusling bought 3,046 WisdomTree True Developed International Fund shares in Q1 2026, an estimated $212K.
  • WisdomTree True Developed International Fund made up 0.08% of Howe & Rusling's portfolio in Q1 2026, its #117 holding.
  • Howe & Rusling first reported a position in WisdomTree True Developed International Fund in Q2 2018 and has held it in 32 quarters since.
  • 109 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.