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

Level Four 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	$334K	Hold	4,488	–	–	0.01%	730
2026 Q1	$305K	Hold	4,488	–	–	0.01%	710
2025 Q4	$296K	Hold	4,488	–	–	0.01%	700
2025 Q3	$279K	Hold	4,488	–	–	0.01%	681
2025 Q2	$267K	Hold	4,488	–	–	0.01%	672
2025 Q1	$247K	Hold	4,488	–	–	0.01%	675
2024 Q4	$222K	Buy	4,488 +622	+16%	+$32K	0.01%	701
2024 Q3	$200K	Buy	+3,866	New	+$202K	0.01%	732

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

Level Four Advisory Services's DOL Position: Q2 2026 in Review

Level Four Advisory Services held its WisdomTree True Developed International Fund (DOL) position steady in Q2 2026 at 4,488 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #730.

Level Four Advisory Services first reported a position in DOL in Q3 2024 and has held it in 8 quarters since. 108 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

Level Four Advisory Services held 4,488 shares of WisdomTree True Developed International Fund worth $334K as of Q2 2026.
Level Four Advisory Services left its WisdomTree True Developed International Fund share count unchanged in Q2 2026.
WisdomTree True Developed International Fund made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #730 holding.
Level Four Advisory Services first reported a position in WisdomTree True Developed International Fund in Q3 2024 and has held it in 8 quarters since.
108 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.