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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
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

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

Lantz Financial's DOL Position: Q2 2026 in Review

Lantz Financial opened a new position in WisdomTree True Developed International Fund (DOL) in Q2 2026: 2,699 shares worth $201K. The stake represents 0.04% of the portfolio and ranks #257 among its holdings. This is a return to the name: Lantz Financial previously reported a position in DOL as recently as Q1 2024.

Lantz Financial first reported a position in DOL in Q2 2019 and has held it in 21 quarters since. The position peaked at $921K in Q1 2021. 108 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

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

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.