Hubbell Strickland Wealth Management’s WisdomTree True Developed International Fund DOL Stock Holding History

Hubbell Strickland Wealth Management’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	$276K	Buy	4,053 +12	+0.3%	+$835	0.11%	66
2025 Q4	$266K	Buy	4,041 +24	+0.6%	+$1.52K	0.11%	66
2025 Q3	$250K	Buy	4,017 +17	+0.4%	+$1.04K	0.1%	70
2025 Q2	$238K	Buy	4,000 +66	+2%	+$3.79K	0.11%	69
2025 Q1	$217K	Buy	+3,934	New	+$209K	0.1%	71
2024 Q4	–	Sell	-3,715	Closed	-$200K	–	80
2024 Q3	$200K	Buy	+3,715	New	+$194K	0.09%	75

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

Hubbell Strickland Wealth Management's DOL Position: Q1 2026 in Review

Hubbell Strickland Wealth Management increased its WisdomTree True Developed International Fund (DOL) stake by 0.3% in Q1 2026, buying an estimated $835 and bringing the position to 4,053 shares worth $276K. The position accounts for 0.11% of the portfolio, ranked #66.

Hubbell Strickland Wealth Management first reported a position in DOL in Q3 2024 and has held it in 6 quarters since. 109 funds tracked by Wall St. Rank hold DOL as of Q1 2026.

Hubbell Strickland Wealth Management held 4,053 shares of WisdomTree True Developed International Fund worth $276K as of Q1 2026.
Hubbell Strickland Wealth Management bought 12 WisdomTree True Developed International Fund shares in Q1 2026, an estimated $835.
WisdomTree True Developed International Fund made up 0.11% of Hubbell Strickland Wealth Management's portfolio in Q1 2026, its #66 holding.
Hubbell Strickland Wealth Management first reported a position in WisdomTree True Developed International Fund in Q3 2024 and has held it in 6 quarters since.
109 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2026.

Based on Hubbell Strickland Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.