Janney Montgomery Scott
DOL icon

Janney Montgomery Scott’s WisdomTree True Developed International Fund DOL Stock Holding History

Janney Montgomery Scott’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 		$225K Buy
3,308
+2
+0.1% +$139 ﹤0.01% 2570
2025
Q4 		$218K Buy
3,306
+3
+0.1% +$191 ﹤0.01% 2761
2025
Q3 		$206K Buy
+3,303
New +$201K ﹤0.01% 2720

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

Janney Montgomery Scott's DOL Position: Q1 2026 in Review

Janney Montgomery Scott increased its WisdomTree True Developed International Fund (DOL) stake by 0.06% in Q1 2026, buying an estimated $139 and bringing the position to 3,308 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #2570.

Janney Montgomery Scott first reported a position in DOL in Q3 2025 and has held it in 3 quarters since. 109 funds tracked by Wall St. Rank hold DOL as of Q1 2026.

  • Janney Montgomery Scott held 3,308 shares of WisdomTree True Developed International Fund worth $225K as of Q1 2026.
  • Janney Montgomery Scott bought 2 WisdomTree True Developed International Fund shares in Q1 2026, an estimated $139.
  • WisdomTree True Developed International Fund made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2570 holding.
  • Janney Montgomery Scott first reported a position in WisdomTree True Developed International Fund in Q3 2025 and has held it in 3 quarters since.
  • 109 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.