IFG Advisory’s WisdomTree True Developed International Fund DOL Stock Holding History

IFG Advisory’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 Q2	$417K	Buy	+5,603	New	+$410K	0.01%	659
2026 Q1	–	Sell	-6,978	Closed	-$460K	–	459
2025 Q4	$460K	Hold	6,978	–	–	0.02%	528
2025 Q3	$434K	Hold	6,978	–	–	0.02%	528
2025 Q2	$416K	Hold	6,978	–	–	0.02%	510
2025 Q1	$384K	Hold	6,978	–	–	0.02%	496
2024 Q4	$345K	Buy	+6,978	New	+$359K	0.02%	503
2024 Q3	–	Sell	-6,978	Closed	-$354K	–	442
2024 Q2	$354K	Buy	+6,978	New	+$360K	0.02%	471
2024 Q1	–	Sell	-6,978	Closed	-$344K	–	421
2023 Q4	$344K	Hold	6,978	–	–	0.03%	447
2023 Q3	$318K	Buy	+6,978	New	+$328K	0.03%	425
2023 Q2	–	Sell	-7,125	Closed	-$333K	–	359
2023 Q1	$333K	Hold	7,125	–	–	0.03%	390
2022 Q4	$313K	Buy	+7,125	New	+$298K	0.03%	391
2022 Q3	–	Sell	-8,870	Closed	-$371K	–	523
2022 Q2	$371K	Buy	8,870 +112	+1%	+$5.14K	0.04%	339
2022 Q1	$425K	Buy	8,758 +766	+10%	+$37.5K	0.04%	331
2021 Q4	$394K	Hold	7,992	–	–	0.04%	349
2021 Q3	$379K	Sell	7,992 -699	-8%	-$34.8K	0.04%	350
2021 Q2	$428K	Hold	8,691	–	–	0.05%	323
2021 Q1	$411K	Hold	8,691	–	–	0.05%	335
2020 Q4	$399K	Sell	8,691 -1,306	-13%	-$56.8K	0.06%	304
2020 Q3	$413K	Buy	9,997 +845	+9%	+$35.8K	0.07%	262
2020 Q2	$373K	Buy	9,152 +860	+10%	+$33.6K	0.07%	259
2020 Q1	$306K	Sell	8,292 -355	-4%	-$15.7K	0.07%	261
2019 Q4	$423K	Buy	8,647 +2,982	+53%	+$142K	0.08%	259
2019 Q3	$260K	Buy	+5,665	New	+$260K	0.05%	334

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

CFP

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

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

IFG Advisory's DOL Position: Q2 2026 in Review

IFG Advisory opened a new position in WisdomTree True Developed International Fund (DOL) in Q2 2026: 5,603 shares worth $417K. The stake represents 0.01% of the portfolio and ranks #659 among its holdings. This is a return to the name: IFG Advisory previously reported a position in DOL as recently as Q4 2025.

IFG Advisory first reported a position in DOL in Q3 2019 and has held it in 23 quarters since. The position peaked at $460K in Q4 2025. 108 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

IFG Advisory held 5,603 shares of WisdomTree True Developed International Fund worth $417K as of Q2 2026.
WisdomTree True Developed International Fund was a new IFG Advisory position in Q2 2026.
WisdomTree True Developed International Fund made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #659 holding.
IFG Advisory first reported a position in WisdomTree True Developed International Fund in Q3 2019 and has held it in 23 quarters since.
IFG Advisory's WisdomTree True Developed International Fund position peaked at $460K in Q4 2025.
108 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.