JWA
DOL icon

JFS Wealth Advisors’s WisdomTree True Developed International Fund DOL Stock Holding History

JFS Wealth Advisors’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 		$2.02M Buy
27,160
+1,539
+6% +$113K 0.1% 118
2026
Q1 		$1.74M Buy
25,621
+210
+0.8% +$14.6K 0.1% 120
2025
Q4 		$1.67M Buy
25,411
+2,764
+12% +$176K 0.09% 123
2025
Q3 		$1.41M Buy
22,647
+17,226
+318% +$1.05M 0.08% 133
2025
Q2 		$323K Buy
5,421
+370
+7% +$21.3K 0.02% 254
2025
Q1 		$278K Buy
5,051
+5
+0.1% +$266 0.02% 268
2024
Q4 		$249K Sell
5,046
-986
-16% -$50.7K 0.02% 272
2024
Q3 		$326K Buy
6,032
+5
+0.1% +$262 0.02% 241
2024
Q2 		$306K Sell
6,027
-419
-7% -$21.6K 0.02% 193
2024
Q1 		$333K Sell
6,446
-158
-2% -$7.87K 0.03% 192
2023
Q4 		$325K Sell
6,604
-86
-1% -$4K 0.03% 178
2023
Q3 		$305K Buy
6,690
+1,617
+32% +$75.9K 0.03% 178
2023
Q2 		$239K Sell
5,073
-10
-0.2% -$475 0.02% 199
2023
Q1 		$237K Buy
5,083
+10
+0.2% +$465 0.02% 199
2022
Q4 		$223K Buy
5,073
+5
+0.1% +$209 0.02% 207
2022
Q3 		$190K Sell
5,068
-1,356
-21% -$56.1K 0.02% 218
2022
Q2 		$269K Buy
6,424
+56
+0.9% +$2.57K 0.03% 181
2022
Q1 		$310K Sell
6,368
-91
-1% -$4.46K 0.03% 188
2021
Q4 		$319K Buy
6,459
+17
+0.3% +$826 0.03% 188
2021
Q3 		$306K Buy
6,442
+24
+0.4% +$1.2K 0.03% 184
2021
Q2 		$317K Buy
6,418
+28
+0.4% +$1.39K 0.05% 138
2021
Q1 		$302K Sell
6,390
-267
-4% -$12.6K 0.06% 124
2020
Q4 		$306K Buy
6,657
+256
+4% +$11.1K 0.06% 120
2020
Q3 		$265K Buy
6,401
+19
+0.3% +$804 0.06% 119
2020
Q2 		$260K Sell
6,382
-1,016
-14% -$39.7K 0.07% 120
2020
Q1 		$273K Buy
7,398
+11
+0.1% +$487 0.08% 107
2019
Q4 		$362K Buy
7,387
+215
+3% +$10.2K 0.09% 107
2019
Q3 		$330K Buy
7,172
+40
+0.6% +$1.83K 0.08% 111
2019
Q2 		$336K Sell
7,132
-16
-0.2% -$748 0.09% 112
2019
Q1 		$331K Buy
7,148
+3
+0% +$136 0.09% 110
2018
Q4 		$304K Buy
7,145
+24
+0.3% +$1.08K 0.08% 111
2018
Q3 		$343K Buy
7,121
+3
+0% +$145 0.09% 111
2018
Q2 		$340K Buy
7,118
+41
+0.6% +$2.05K 0.09% 108
2018
Q1 		$352K Sell
7,077
-231
-3% -$11.8K 0.09% 106
2017
Q4 		$370K Sell
7,308
-2,321
-24% -$116K 0.09% 104
2017
Q3 		$477K Sell
9,629
-2,519
-21% -$122K 0.12% 82
2017
Q2 		$574K Sell
12,148
-24,093
-66% -$1.13M 0.16% 73
2017
Q1 		$1.55M Hold
36,241
– – 0.42% 58
2016
Q4 		$1.55M Sell
36,241
-31,022
-46% -$1.32M 0.42% 58
2016
Q3 		$2.91M Sell
67,263
-22,692
-25% -$968K 0.83% 33
2016
Q2 		$3.72M Sell
89,955
-6,116
-6% -$259K 1.03% 24
2016
Q1 		$4.02M Buy
96,071
+2,488
+3% +$101K 1.19% 20
2015
Q4 		$4.04M Buy
93,583
+2,424
+3% +$108K 1.16% 20
2015
Q3 		$3.87M Sell
91,159
-589
-0.6% -$27.2K 1.7% 15
2015
Q2 		$4.38M Sell
91,748
-2,822
-3% -$142K 2.25% 12
2015
Q1 		$4.61M Buy
94,570
+581
+0.6% +$28.1K 2.16% 12
2014
Q4 		$4.39M Buy
93,989
+1,492
+2% +$72.3K 0.7% 13
2014
Q3 		$4.62M Sell
92,497
-7,220
-7% -$378K 0.81% 11
2014
Q2 		$5.33M Sell
99,717
-32,439
-25% -$1.73M 0.98% 11
2014
Q1 		$6.86M Sell
132,156
-38,810
-23% -$1.99M 3.8% 8
2013
Q4 		$8.88M Buy
170,966
+2,510
+1% +$127K 3.87% 8
2013
Q3 		$8.32M Buy
168,456
+10,955
+7% +$519K 3.89% 7
2013
Q2 		$6.94M Buy
+157,501
New +$7.38M 3.49% 9

Other funds holding DOL

KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
PAG
Powers Advisory Group Highland, Illinois $319M AUM 16.92% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

JFS Wealth Advisors's DOL Position: Q2 2026 in Review

JFS Wealth Advisors increased its WisdomTree True Developed International Fund (DOL) stake by 6% in Q2 2026, buying an estimated $113K and bringing the position to 27,160 shares worth $2.02M. The position accounts for 0.1% of the portfolio, ranked #118.

JFS Wealth Advisors first reported a position in DOL in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.88M in Q4 2013. 42 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

  • JFS Wealth Advisors held 27,160 shares of WisdomTree True Developed International Fund worth $2.02M as of Q2 2026.
  • JFS Wealth Advisors bought 1,539 WisdomTree True Developed International Fund shares in Q2 2026, an estimated $113K.
  • WisdomTree True Developed International Fund made up 0.1% of JFS Wealth Advisors's portfolio in Q2 2026, its #118 holding.
  • JFS Wealth Advisors first reported a position in WisdomTree True Developed International Fund in Q2 2013 and has held it in 53 quarters since.
  • JFS Wealth Advisors's WisdomTree True Developed International Fund position peaked at $8.88M in Q4 2013.
  • 42 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.