NewEdge Advisors’s WisdomTree True Developed International Fund DOL Stock Holding History

NewEdge Advisors’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	$28.8K	Sell	387 -5,345	-93%	-$391K	﹤0.01%	3259
2026 Q1	$390K	Hold	5,732	–	–	﹤0.01%	2165
2025 Q4	$377K	Buy	5,732 +5,315	+1,275%	+$338K	﹤0.01%	2163
2025 Q3	$26K	Hold	417	–	–	﹤0.01%	3036
2025 Q2	$24.9K	Hold	417	–	–	﹤0.01%	2874
2025 Q1	$23K	Hold	417	–	–	﹤0.01%	2816
2024 Q4	$20.6K	Sell	417 -76	-15%	-$3.9K	﹤0.01%	2799
2024 Q3	$26.6K	Hold	493	–	–	﹤0.01%	2635
2024 Q2	$25K	Hold	493	–	–	﹤0.01%	2562
2024 Q1	$25.5K	Hold	493	–	–	﹤0.01%	2540
2023 Q4	$24.3K	Hold	493	–	–	﹤0.01%	2501
2023 Q3	$22.5K	Hold	493	–	–	﹤0.01%	2344
2023 Q2	$23.2K	Sell	493 -636	-56%	-$30.2K	﹤0.01%	2341
2023 Q1	$52.7K	Hold	1,129	–	–	﹤0.01%	1973
2022 Q4	$50	Buy	+1,129	New	+$47.2K	﹤0.01%	3469
2017 Q3	–	Sell	-1,096	Closed	-$51.7K	–	552
2017 Q2	$51.7K	Buy	+1,096	New	+$51.6K	0.01%	532

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

NewEdge Advisors's DOL Position: Q2 2026 in Review

NewEdge Advisors reduced its WisdomTree True Developed International Fund (DOL) stake by 93% in Q2 2026, selling an estimated $391K and leaving 387 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3259.

NewEdge Advisors first reported a position in DOL in Q2 2017 and has held it in 16 quarters since. The position peaked at $390K in Q1 2026. 108 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

NewEdge Advisors held 387 shares of WisdomTree True Developed International Fund worth $28.8K as of Q2 2026.
NewEdge Advisors sold 5,345 WisdomTree True Developed International Fund shares in Q2 2026, an estimated $391K.
WisdomTree True Developed International Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3259 holding.
NewEdge Advisors first reported a position in WisdomTree True Developed International Fund in Q2 2017 and has held it in 16 quarters since.
NewEdge Advisors's WisdomTree True Developed International Fund position peaked at $390K in Q1 2026.
108 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.