IFWM
DOL icon

Institute for Wealth Management’s WisdomTree True Developed International Fund DOL Stock Holding History

Institute for 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
Q2 		$817K Sell
10,980
-24
-0.2% -$1.76K 0.07% 235
2026
Q1 		$748K Sell
11,004
-103
-0.9% -$7.17K 0.08% 244
2025
Q4 		$731K Sell
11,107
-270
-2% -$17.2K 0.08% 242
2025
Q3 		$708K Sell
11,377
-276
-2% -$16.8K 0.07% 258
2025
Q2 		$694K Sell
11,653
-24
-0.2% -$1.38K 0.08% 252
2025
Q1 		$643K Sell
11,677
-45
-0.4% -$2.39K 0.08% 249
2024
Q4 		$580K Sell
11,722
-94
-0.8% -$4.83K 0.07% 261
2024
Q3 		$638K Hold
11,816
– – 0.08% 247
2024
Q2 		$599K Sell
11,816
-47
-0.4% -$2.43K 0.08% 246
2024
Q1 		$613K Buy
11,863
+54
+0.5% +$2.69K 0.08% 249
2023
Q4 		$582K Sell
11,809
-112
-0.9% -$5.22K 0.09% 236
2023
Q3 		$544K Sell
11,921
-58
-0.5% -$2.72K 0.1% 244
2023
Q2 		$565K Buy
11,979
+1
+0% +$48 0.1% 239
2023
Q1 		$559K Sell
11,978
-128
-1% -$5.95K 0.11% 244
2022
Q4 		$533K Buy
12,106
+331
+3% +$13.8K 0.11% 244
2022
Q3 		$441K Hold
11,775
– – 0.1% 261
2022
Q2 		$493K Sell
11,775
-165
-1% -$7.57K 0.1% 279
2022
Q1 		$580K Hold
11,940
– – 0.09% 263
2021
Q4 		$590K Sell
11,940
-35
-0.3% -$1.7K 0.1% 248
2021
Q3 		$569K Sell
11,975
-6
-0.1% -$299 0.1% 247
2021
Q2 		$591K Hold
11,981
– – 0.1% 239
2021
Q1 		$567K Hold
11,981
– – 0.11% 240
2020
Q4 		$550K Sell
11,981
-329
-3% -$14.3K 0.11% 231
2020
Q3 		$509K Sell
12,310
-821
-6% -$34.7K 0.12% 222
2020
Q2 		$536K Sell
13,131
-2
-0% -$78 0.13% 215
2020
Q1 		$485K Sell
13,133
-2,733
-17% -$121K 0.15% 190
2019
Q4 		$777K Hold
15,866
– – 0.18% 169
2019
Q3 		$729K Buy
15,866
+127
+0.8% +$5.82K 0.18% 163
2019
Q2 		$741K Sell
15,739
-252
-2% -$11.8K 0.16% 187
2019
Q1 		$741K Buy
15,991
+723
+5% +$32.9K 0.16% 173
2018
Q4 		$649K Buy
15,268
+201
+1% +$9.04K 0.27% 118
2018
Q3 		$723K Sell
15,067
-21
-0.1% -$1.01K 0.24% 128
2018
Q2 		$719K Buy
15,088
+7
+0% +$351 0.23% 134
2018
Q1 		$763K Sell
15,081
-274
-2% -$14K 0.22% 156
2017
Q4 		$776K Sell
15,355
-355
-2% -$17.7K 0.18% 166
2017
Q3 		$773K Sell
15,710
-318
-2% -$15.4K 0.25% 141
2017
Q2 		$755K Buy
+16,028
New +$755K 0.21% 155

Other funds holding DOL

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Institute for Wealth Management's DOL Position: Q2 2026 in Review

Institute for Wealth Management reduced its WisdomTree True Developed International Fund (DOL) stake by 0.22% in Q2 2026, selling an estimated $1.76K and leaving 10,980 shares worth $817K. The position accounts for 0.07% of the portfolio, ranked #235.

Institute for Wealth Management first reported a position in DOL in Q2 2017 and has held it in 37 quarters since. 108 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

  • Institute for Wealth Management held 10,980 shares of WisdomTree True Developed International Fund worth $817K as of Q2 2026.
  • Institute for Wealth Management sold 24 WisdomTree True Developed International Fund shares in Q2 2026, an estimated $1.76K.
  • WisdomTree True Developed International Fund made up 0.07% of Institute for Wealth Management's portfolio in Q2 2026, its #235 holding.
  • Institute for Wealth Management first reported a position in WisdomTree True Developed International Fund in Q2 2017 and has held it in 37 quarters since.
  • 108 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.