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
Q2 		$243K Sell
3,265
-43
-1% -$3.15K ﹤0.01% 2877
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 $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

Janney Montgomery Scott's DOL Position: Q2 2026 in Review

Janney Montgomery Scott reduced its WisdomTree True Developed International Fund (DOL) stake by 1.3% in Q2 2026, selling an estimated $3.15K and leaving 3,265 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #2877.

Janney Montgomery Scott first reported a position in DOL in Q3 2025 and has held it in 4 quarters since. 109 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

  • Janney Montgomery Scott held 3,265 shares of WisdomTree True Developed International Fund worth $243K as of Q2 2026.
  • Janney Montgomery Scott sold 43 WisdomTree True Developed International Fund shares in Q2 2026, an estimated $3.15K.
  • WisdomTree True Developed International Fund made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2877 holding.
  • Janney Montgomery Scott first reported a position in WisdomTree True Developed International Fund in Q3 2025 and has held it in 4 quarters since.
  • 109 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.