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

Kestra Advisory Services’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	$1.15M	Sell	15,519 -2,319	-13%	-$170K	﹤0.01%	1733
2026 Q1	$1.21M	Sell	17,838 -61,658	-78%	-$4.29M	﹤0.01%	1595
2025 Q4	$5.23M	Sell	79,496 -7,602	-9%	-$483K	0.02%	707
2025 Q3	$5.42M	Buy	87,098 +34,042	+64%	+$2.08M	0.02%	642
2025 Q2	$3.16M	Buy	53,056 +21,216	+67%	+$1.22M	0.02%	840
2025 Q1	$1.75M	Buy	31,840 +10,409	+49%	+$553K	0.01%	1046
2024 Q4	$1.06M	Buy	21,431 +4,315	+25%	+$222K	0.01%	1382
2024 Q3	$924K	Buy	17,116 +3,511	+26%	+$184K	0.01%	1374
2024 Q2	$690K	Buy	+13,605	New	+$703K	﹤0.01%	1564
2023 Q3	–	Sell	-11,211	Closed	-$529K	–	2138
2023 Q2	$529K	Sell	11,211 -1,271	-10%	-$60.4K	0.01%	1294
2023 Q1	$583K	Buy	12,482 +5,039	+68%	+$234K	0.01%	1199
2022 Q4	$328K	Sell	7,443 -2,487	-25%	-$104K	﹤0.01%	1672
2022 Q3	$372K	Sell	9,930 -284	-3%	-$11.7K	﹤0.01%	1474
2022 Q2	$427K	Buy	10,214 +482	+5%	+$22.1K	﹤0.01%	1414
2022 Q1	$473K	Buy	9,732 +868	+10%	+$42.5K	﹤0.01%	1329
2021 Q4	$438K	Sell	8,864 -1,271	-13%	-$61.8K	﹤0.01%	1387
2021 Q3	$482K	Buy	10,135 +1,443	+17%	+$71.8K	﹤0.01%	1402
2021 Q2	$429K	Sell	8,692 -185	-2%	-$9.19K	﹤0.01%	1358
2021 Q1	$420K	Buy	8,877 +452	+5%	+$21.3K	0.01%	1273
2020 Q4	$390K	Sell	8,425 -4,269	-34%	-$186K	﹤0.01%	1333
2020 Q3	$525K	Buy	+12,694	New	+$537K	0.01%	863

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

Kestra Advisory Services's DOL Position: Q2 2026 in Review

Kestra Advisory Services reduced its WisdomTree True Developed International Fund (DOL) stake by 13% in Q2 2026, selling an estimated $170K and leaving 15,519 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1733.

Kestra Advisory Services first reported a position in DOL in Q3 2020 and has held it in 21 quarters since. The position peaked at $5.42M in Q3 2025. 108 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

Kestra Advisory Services held 15,519 shares of WisdomTree True Developed International Fund worth $1.15M as of Q2 2026.
Kestra Advisory Services sold 2,319 WisdomTree True Developed International Fund shares in Q2 2026, an estimated $170K.
WisdomTree True Developed International Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1733 holding.
Kestra Advisory Services first reported a position in WisdomTree True Developed International Fund in Q3 2020 and has held it in 21 quarters since.
Kestra Advisory Services's WisdomTree True Developed International Fund position peaked at $5.42M in Q3 2025.
108 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.