NOI
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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
Q2 		$46.9K Hold
631
– – 0.01% 76
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
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

Newton One Investments's DOL Position: Q2 2026 in Review

Newton One Investments held its WisdomTree True Developed International Fund (DOL) position steady in Q2 2026 at 631 shares worth $46.9K. The position accounts for 0.01% of the portfolio, ranked #76.

Newton One Investments first reported a position in DOL in Q4 2020 and has held it in 22 quarters since. The position peaked at $129K in Q1 2025. 108 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

  • Newton One Investments held 631 shares of WisdomTree True Developed International Fund worth $46.9K as of Q2 2026.
  • Newton One Investments left its WisdomTree True Developed International Fund share count unchanged in Q2 2026.
  • WisdomTree True Developed International Fund made up 0.01% of Newton One Investments's portfolio in Q2 2026, its #76 holding.
  • Newton One Investments first reported a position in WisdomTree True Developed International Fund in Q4 2020 and has held it in 22 quarters since.
  • Newton One Investments's WisdomTree True Developed International Fund position peaked at $129K in Q1 2025.
  • 108 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.