LRI Investments’s WisdomTree True Developed International Fund DOL Stock Holding History

LRI Investments’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	$155K	Hold	2,085	–	–	0.01%	376
2026 Q1	$142K	Hold	2,085	–	–	0.01%	347
2025 Q4	$137K	Hold	2,085	–	–	0.01%	357
2025 Q3	$130K	Hold	2,085	–	–	0.01%	373
2025 Q2	$124K	Hold	2,085	–	–	0.01%	386
2025 Q1	$115K	Hold	2,085	–	–	0.01%	390
2024 Q4	$103K	Hold	2,085	–	–	0.01%	415
2024 Q3	$105K	Hold	2,085	–	–	0.01%	398
2024 Q2	$106K	Hold	2,085	–	–	0.01%	372
2024 Q1	$108K	Buy	+2,085	New	+$104K	0.03%	194

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

LRI Investments's DOL Position: Q2 2026 in Review

LRI Investments held its WisdomTree True Developed International Fund (DOL) position steady in Q2 2026 at 2,085 shares worth $155K. The position accounts for 0.01% of the portfolio, ranked #376.

LRI Investments first reported a position in DOL in Q1 2024 and has held it in 10 quarters since. 109 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

LRI Investments held 2,085 shares of WisdomTree True Developed International Fund worth $155K as of Q2 2026.
LRI Investments left its WisdomTree True Developed International Fund share count unchanged in Q2 2026.
WisdomTree True Developed International Fund made up 0.01% of LRI Investments's portfolio in Q2 2026, its #376 holding.
LRI Investments first reported a position in WisdomTree True Developed International Fund in Q1 2024 and has held it in 10 quarters since.
109 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.