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Lantz Financial’s WisdomTree True Developed International Fund DOL Stock Holding History

Lantz Financial’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
Q3 		$201K Hold
2,699
– – 0.04% 257
2026
Q2 		$201K Buy
+2,699
New +$198K 0.04% 257
2024
Q2 		– Sell
-5,088
Closed -$263K – 213
2024
Q1 		$263K Sell
5,088
-1,579
-24% -$78.6K 0.08% 175
2023
Q4 		$328K Buy
6,667
+1,951
+41% +$90.9K 0.12% 148
2023
Q3 		$215K Sell
4,716
-92
-2% -$4.32K 0.09% 170
2023
Q2 		$227K Sell
4,808
-906
-16% -$43K 0.09% 168
2023
Q1 		$267K Sell
5,714
-2,256
-28% -$105K 0.11% 146
2022
Q4 		$351K Sell
7,970
-4,771
-37% -$200K 0.16% 128
2022
Q3 		$477K Buy
12,741
+5,217
+69% +$216K 0.25% 94
2022
Q2 		$315K Buy
7,524
+884
+13% +$40.5K 0.14% 127
2022
Q1 		$323K Sell
6,640
-3,158
-32% -$155K 0.13% 129
2021
Q4 		$484K Sell
9,798
-2,480
-20% -$121K 0.22% 95
2021
Q3 		$584K Sell
12,278
-2,761
-18% -$137K 0.3% 83
2021
Q2 		$742K Sell
15,039
-4,421
-23% -$220K 0.38% 68
2021
Q1 		$921K Buy
19,460
+1,490
+8% +$70.2K 0.52% 54
2020
Q4 		$825K Buy
17,970
+808
+5% +$35.1K 0.51% 52
2020
Q3 		$709K Buy
17,162
+711
+4% +$30.1K 0.48% 59
2020
Q2 		$671K Sell
16,451
-4,304
-21% -$168K 0.48% 58
2020
Q1 		$766K Buy
20,755
+2,188
+12% +$96.9K 0.6% 53
2019
Q4 		$910K Buy
18,567
+1,775
+11% +$84.3K 0.54% 61
2019
Q3 		$749K Buy
16,792
+5,128
+44% +$235K 0.51% 67
2019
Q2 		$553K Buy
+11,664
New +$545K 0.37% 70

Other funds holding DOL

Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
PAG
Powers Advisory Group Highland, Illinois $330M AUM 11.85% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
HA
Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Lantz Financial's DOL Position: Q3 2026 in Review

Lantz Financial held its WisdomTree True Developed International Fund (DOL) position steady in Q3 2026 at 2,699 shares worth $201K. The position accounts for 0.04% of the portfolio, ranked #257.

Lantz Financial first reported a position in DOL in Q2 2019 and has held it in 22 quarters since. The position peaked at $921K in Q1 2021. 21 funds tracked by Wall St. Rank hold DOL as of Q3 2026.

  • Lantz Financial held 2,699 shares of WisdomTree True Developed International Fund worth $201K as of Q3 2026.
  • Lantz Financial left its WisdomTree True Developed International Fund share count unchanged in Q3 2026.
  • WisdomTree True Developed International Fund made up 0.04% of Lantz Financial's portfolio in Q3 2026, its #257 holding.
  • Lantz Financial first reported a position in WisdomTree True Developed International Fund in Q2 2019 and has held it in 22 quarters since.
  • Lantz Financial's WisdomTree True Developed International Fund position peaked at $921K in Q1 2021.
  • 21 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.