LPL Financial
DOL icon

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

LPL 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
Q1 		$16.2M Buy
238,711
+1,587
+0.7% +$110K ﹤0.01% 1615
2025
Q4 		$15.6M Buy
237,124
+18,688
+9% +$1.19M ﹤0.01% 1578
2025
Q3 		$13.6M Buy
218,436
+18,524
+9% +$1.13M ﹤0.01% 1620
2025
Q2 		$11.9M Buy
199,912
+15,186
+8% +$873K ﹤0.01% 1597
2025
Q1 		$10.2M Sell
184,726
-20,958
-10% -$1.11M ﹤0.01% 1590
2024
Q4 		$10.2M Buy
205,684
+13,151
+7% +$676K ﹤0.01% 1540
2024
Q3 		$10.4M Sell
192,533
-2,827
-1% -$148K ﹤0.01% 1438
2024
Q2 		$9.91M Buy
195,360
+37,680
+24% +$1.95M ﹤0.01% 1384
2024
Q1 		$8.15M Sell
157,680
-40,937
-21% -$2.04M ﹤0.01% 1456
2023
Q4 		$9.78M Buy
198,617
+46,833
+31% +$2.18M 0.01% 1271
2023
Q3 		$6.92M Buy
151,784
+18,036
+13% +$847K ﹤0.01% 1396
2023
Q2 		$6.31M Buy
133,748
+31,221
+30% +$1.48M ﹤0.01% 1441
2023
Q1 		$4.79M Buy
102,527
+11,508
+13% +$535K ﹤0.01% 1537
2022
Q4 		$4.01M Buy
91,019
+18,746
+26% +$784K ﹤0.01% 1595
2022
Q3 		$2.7M Buy
72,273
+13,204
+22% +$546K ﹤0.01% 1774
2022
Q2 		$2.47M Buy
59,069
+13,081
+28% +$600K ﹤0.01% 1873
2022
Q1 		$2.24M Buy
45,988
+2,845
+7% +$139K ﹤0.01% 1979
2021
Q4 		$2.13M Buy
43,143
+4,187
+11% +$203K ﹤0.01% 2043
2021
Q3 		$1.85M Buy
38,956
+9,968
+34% +$496K ﹤0.01% 2111
2021
Q2 		$1.43M Buy
28,988
+4,425
+18% +$220K ﹤0.01% 2256
2021
Q1 		$1.16M Sell
24,563
-2,025
-8% -$95.4K ﹤0.01% 2267
2020
Q4 		$1.22M Sell
26,588
-7,145
-21% -$311K ﹤0.01% 2032
2020
Q3 		$1.39M Buy
33,733
+3,321
+11% +$141K ﹤0.01% 1683
2020
Q2 		$1.24M Sell
30,412
-1,166
-4% -$45.5K ﹤0.01% 1678
2020
Q1 		$1.17M Sell
31,578
-2,448
-7% -$108K ﹤0.01% 1515
2019
Q4 		$1.67M Buy
34,026
+24,830
+270% +$1.18M ﹤0.01% 1479
2019
Q3 		$423K Buy
9,196
+912
+11% +$41.8K ﹤0.01% 2397
2019
Q2 		$390K Buy
8,284
+1,339
+19% +$62.6K ﹤0.01% 2478
2019
Q1 		$322K Buy
6,945
+706
+11% +$32.1K ﹤0.01% 2571
2018
Q4 		$265K Sell
6,239
-291
-4% -$13.1K ﹤0.01% 2567
2018
Q3 		$315K Buy
6,530
+780
+14% +$37.6K ﹤0.01% 2649
2018
Q2 		$275K Sell
5,750
-1,681
-23% -$84.2K ﹤0.01% 2729
2018
Q1 		$370K Sell
7,431
-25,149
-77% -$1.29M ﹤0.01% 2426
2017
Q4 		$1.65M Buy
32,580
+1,202
+4% +$60.1K 0.01% 1190
2017
Q3 		$1.55M Buy
31,378
+6,868
+28% +$333K 0.01% 1131
2017
Q2 		$1.16M Buy
24,510
+16,910
+223% +$797K ﹤0.01% 1277
2017
Q1 		$345K Sell
7,600
-2,986
-28% -$133K ﹤0.01% 2099
2016
Q4 		$456K Sell
10,586
-1,593
-13% -$67.7K ﹤0.01% 1820
2016
Q3 		$526K Sell
12,179
-2,905
-19% -$124K 0.01% 1665
2016
Q2 		$610K Sell
15,084
-19,954
-57% -$845K 0.01% 1500
2016
Q1 		$1.42M Sell
35,038
-11,756
-25% -$478K ﹤0.01% 1411
2015
Q4 		$1.98M Buy
46,794
+25,599
+121% +$1.14M 0.01% 1174
2015
Q3 		$937K Sell
21,195
-418
-2% -$19.3K 0.01% 1282
2015
Q2 		$1.02M Buy
21,613
+12,091
+127% +$608K 0.01% 1351
2015
Q1 		$468K Sell
9,522
-8,474
-47% -$410K ﹤0.01% 1896
2014
Q4 		$841K Sell
17,996
-3,466
-16% -$168K ﹤0.01% 1433
2014
Q3 		$1.06M Buy
21,462
+1,008
+5% +$52.7K 0.01% 1231
2014
Q2 		$1.09M Buy
20,454
+551
+3% +$29.4K 0.01% 1256
2014
Q1 		$1.03M Sell
19,903
-6,056
-23% -$310K 0.01% 1245
2013
Q4 		$1.35M Buy
25,959
+3,402
+15% +$173K 0.01% 1059
2013
Q3 		$1.13M Buy
22,557
+10,729
+91% +$508K 0.01% 1114
2013
Q2 		$521K Buy
+11,828
New +$554K ﹤0.01% 1535

Other funds holding DOL

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
CFP
Cascade Financial Partners San Diego, California $970M AUM 19.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

LPL Financial's DOL Position: Q1 2026 in Review

LPL Financial increased its WisdomTree True Developed International Fund (DOL) stake by 0.67% in Q1 2026, buying an estimated $110K and bringing the position to 238,711 shares worth $16.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1615.

LPL Financial first reported a position in DOL in Q2 2013 and has held it in 52 quarters since. 109 funds tracked by Wall St. Rank hold DOL as of Q1 2026.

  • LPL Financial held 238,711 shares of WisdomTree True Developed International Fund worth $16.2M as of Q1 2026.
  • LPL Financial bought 1,587 WisdomTree True Developed International Fund shares in Q1 2026, an estimated $110K.
  • WisdomTree True Developed International Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1615 holding.
  • LPL Financial first reported a position in WisdomTree True Developed International Fund in Q2 2013 and has held it in 52 quarters since.
  • 109 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.