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NFP Retirement Inc’s WisdomTree True Developed International Fund DOL Stock Holding History

NFP Retirement Inc’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
2025
Q1 		– Sell
-8,223
Closed -$407K – 280
2024
Q4 		$407K Buy
8,223
+94
+1% +$4.83K 0.03% 204
2024
Q3 		$439K Sell
8,129
-506
-6% -$26.5K 0.04% 197
2024
Q2 		$438K Buy
+8,635
New +$446K 0.04% 194

Other funds holding DOL

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CFP
Cascade Financial Partners San Diego, California $970M AUM 19.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NFP Retirement Inc's DOL Position: Q1 2025 in Review

NFP Retirement Inc sold out of WisdomTree True Developed International Fund (DOL) in Q1 2025, closing a stake of 8,223 shares — an estimated $407K sold.

NFP Retirement Inc first reported a position in DOL in Q2 2024 and held it in 3 quarters. The position peaked at $439K in Q3 2024. 91 funds tracked by Wall St. Rank hold DOL as of Q1 2025.

  • NFP Retirement Inc reported no remaining WisdomTree True Developed International Fund position as of Q1 2025 after selling out during the quarter.
  • NFP Retirement Inc sold 8,223 WisdomTree True Developed International Fund shares in Q1 2025, an estimated $407K.
  • NFP Retirement Inc first reported a position in WisdomTree True Developed International Fund in Q2 2024 and held it in 3 quarters.
  • NFP Retirement Inc's WisdomTree True Developed International Fund position peaked at $439K in Q3 2024.
  • 91 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2025.

Based on NFP Retirement Inc's 13F filing for Q1 2025, filed 13 May 2025.