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

Newton One 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 Q1	$42.9K	Sell	631 -1,222	-66%	-$85.1K	0.01%	72
2025 Q4	$122K	Hold	1,853	–	–	0.04%	50
2025 Q3	$115K	Sell	1,853 -94	-5%	-$5.73K	0.03%	50
2025 Q2	$116K	Sell	1,947 -395	-17%	-$22.7K	0.04%	52
2025 Q1	$129K	Hold	2,342	–	–	0.05%	50
2024 Q4	$116K	Buy	+2,342	New	+$120K	0.04%	51
2024 Q3	–	Sell	-2,342	Closed	-$119K	–	58
2024 Q2	$119K	Hold	2,342	–	–	0.05%	50
2024 Q1	$121K	Hold	2,342	–	–	0.05%	51
2023 Q4	$115K	Buy	2,342 +15	+0.6%	+$699	0.05%	54
2023 Q3	$106K	Buy	2,327 +16	+0.7%	+$751	0.06%	54
2023 Q2	$109K	Buy	2,311 +43	+2%	+$2.04K	0.06%	56
2023 Q1	$106K	Buy	2,268 +21	+0.9%	+$976	0.06%	55
2022 Q4	$98.9K	Hold	2,247	–	–	0.06%	53
2022 Q3	$84K	Hold	2,247	–	–	0.06%	53
2022 Q2	$94K	Hold	2,247	–	–	0.07%	53
2022 Q1	$109K	Hold	2,247	–	–	0.08%	51
2021 Q4	$111K	Buy	2,247 +16	+0.7%	+$778	0.08%	51
2021 Q3	$106K	Buy	2,231 +23	+1%	+$1.15K	0.08%	53
2021 Q2	$109K	Buy	2,208 +26	+1%	+$1.29K	0.09%	52
2021 Q1	$103K	Buy	2,182 +15	+0.7%	+$706	0.09%	39
2020 Q4	$100K	Buy	+2,167	New	+$94.2K	0.1%	37

Other funds holding DOL

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Newton One Investments's DOL Position: Q1 2026 in Review

Newton One Investments reduced its WisdomTree True Developed International Fund (DOL) stake by 66% in Q1 2026, selling an estimated $85.1K and leaving 631 shares worth $42.9K. The position accounts for 0.01% of the portfolio, ranked #72.

Newton One Investments first reported a position in DOL in Q4 2020 and has held it in 21 quarters since. The position peaked at $129K in Q1 2025. 109 funds tracked by Wall St. Rank hold DOL as of Q1 2026.

Newton One Investments held 631 shares of WisdomTree True Developed International Fund worth $42.9K as of Q1 2026.
Newton One Investments sold 1,222 WisdomTree True Developed International Fund shares in Q1 2026, an estimated $85.1K.
WisdomTree True Developed International Fund made up 0.01% of Newton One Investments's portfolio in Q1 2026, its #72 holding.
Newton One Investments first reported a position in WisdomTree True Developed International Fund in Q4 2020 and has held it in 21 quarters since.
Newton One Investments's WisdomTree True Developed International Fund position peaked at $129K in Q1 2025.
109 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2026.

Based on Newton One Investments's 13F filing for Q1 2026, filed 24 Apr 2026.