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

Meridian Financial Partners’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 		$531K Sell
7,145
-600
-8% -$43.9K 0.18% 76
2026
Q1 		$536K Hold
7,745
– – 0.2% 78
2025
Q4 		$527K Buy
7,745
+100
+1% +$6.35K 0.21% 69
2025
Q3 		$480K Sell
7,645
-41
-0.5% -$2.5K 0.2% 74
2025
Q2 		$458K Hold
7,686
– – 0.22% 72
2025
Q1 		$423K Sell
7,686
-219
-3% -$11.6K 0.21% 72
2024
Q4 		$391K Sell
7,905
-163
-2% -$8.38K 0.21% 70
2024
Q3 		$435K Hold
8,068
– – 0.22% 68
2024
Q2 		$420K Sell
8,068
-132
-2% -$6.82K 0.25% 57
2024
Q1 		$406K Buy
8,200
+159
+2% +$7.92K 0.52% 30
2023
Q4 		$388K Sell
8,041
-249
-3% -$11.6K 0.4% 37
2023
Q3 		$372K Hold
8,290
– – 0.38% 39
2023
Q2 		$399K Sell
8,290
-1,348
-14% -$64K 0.24% 60
2023
Q1 		$466K Sell
9,638
-643
-6% -$29.9K 0.53% 31
2022
Q4 		$482K Buy
10,281
+18
+0.2% +$753 0.54% 33
2022
Q3 		$384K Buy
10,263
+310
+3% +$12.8K 0.54% 31
2022
Q2 		$424K Buy
9,953
+2,219
+29% +$102K 0.29% 60
2022
Q1 		$376K Buy
7,734
+109
+1% +$5.34K 0.56% 31
2021
Q4 		$385K Buy
7,625
+811
+12% +$39.4K 0.26% 62
2021
Q3 		$327K Hold
6,814
– – 0.22% 64
2021
Q2 		$334K Buy
+6,814
New +$339K 0.23% 63

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

Meridian Financial Partners's DOL Position: Q2 2026 in Review

Meridian Financial Partners reduced its WisdomTree True Developed International Fund (DOL) stake by 7.7% in Q2 2026, selling an estimated $43.9K and leaving 7,145 shares worth $531K. The position accounts for 0.18% of the portfolio, ranked #76.

Meridian Financial Partners first reported a position in DOL in Q2 2021 and has held it in 21 quarters since. The position peaked at $536K in Q1 2026. 108 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

  • Meridian Financial Partners held 7,145 shares of WisdomTree True Developed International Fund worth $531K as of Q2 2026.
  • Meridian Financial Partners sold 600 WisdomTree True Developed International Fund shares in Q2 2026, an estimated $43.9K.
  • WisdomTree True Developed International Fund made up 0.18% of Meridian Financial Partners's portfolio in Q2 2026, its #76 holding.
  • Meridian Financial Partners first reported a position in WisdomTree True Developed International Fund in Q2 2021 and has held it in 21 quarters since.
  • Meridian Financial Partners's WisdomTree True Developed International Fund position peaked at $536K in Q1 2026.
  • 108 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.