PWM
DOL icon

PBMares Wealth Management’s WisdomTree True Developed International Fund DOL Stock Holding History

PBMares Wealth Management’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
Q3 		$392K Buy
6,301
+18
+0.3% +$1.1K 0.06% 127
2025
Q2 		$374K Buy
6,283
+69
+1% +$3.97K 0.07% 127
2025
Q1 		$342K Buy
6,214
+18
+0.3% +$957 0.07% 135
2024
Q4 		$306K Buy
6,196
+27
+0.4% +$1.39K 0.06% 146
2024
Q3 		$333K Sell
6,169
-363
-6% -$19K 0.07% 138
2024
Q2 		$331K Buy
6,532
+145
+2% +$7.49K 0.08% 138
2024
Q1 		$330K Sell
6,387
-37
-0.6% -$1.84K 0.09% 134
2023
Q4 		$316K Buy
6,424
+26
+0.4% +$1.21K 0.1% 134
2023
Q3 		$292K Sell
6,398
-453
-7% -$21.3K 0.11% 132
2023
Q2 		$323K Sell
6,851
-214
-3% -$10.2K 0.12% 128
2023
Q1 		$330K Buy
7,065
+422
+6% +$19.6K 0.12% 127
2022
Q4 		$292K Buy
6,643
+693
+12% +$29K 0.12% 127
2022
Q3 		$223K Buy
+5,950
New +$246K 0.1% 141
2022
Q2 		– Sell
-4,478
Closed -$218K – 159
2022
Q1 		$218K Sell
4,478
-728
-14% -$35.7K 0.13% 138
2021
Q4 		$257K Buy
5,206
+15
+0.3% +$729 0.11% 138
2021
Q3 		$247K Sell
5,191
-248
-5% -$12.3K 0.12% 135
2021
Q2 		$268K Sell
5,439
-717
-12% -$35.6K 0.15% 126
2021
Q1 		$291K Buy
6,156
+223
+4% +$10.5K 0.24% 113
2020
Q4 		$273K Sell
5,933
-586
-9% -$25.5K 0.31% 99
2020
Q3 		$269K Sell
6,519
-6,656
-51% -$282K 0.4% 80
2020
Q2 		$538K Sell
13,175
-7,988
-38% -$312K 0.81% 46
2020
Q1 		$782K Sell
21,163
-7,351
-26% -$325K 1.23% 23
2019
Q4 		$1.4M Buy
+28,514
New +$1.35M 1.66% 13

Other funds holding DOL

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
BW
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PBMares Wealth Management's DOL Position: Q3 2025 in Review

PBMares Wealth Management increased its WisdomTree True Developed International Fund (DOL) stake by 0.29% in Q3 2025, buying an estimated $1.1K and bringing the position to 6,301 shares worth $392K. The position accounts for 0.06% of the portfolio, ranked #127.

PBMares Wealth Management first reported a position in DOL in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.4M in Q4 2019. 104 funds tracked by Wall St. Rank hold DOL as of Q3 2025.

  • PBMares Wealth Management held 6,301 shares of WisdomTree True Developed International Fund worth $392K as of Q3 2025.
  • PBMares Wealth Management bought 18 WisdomTree True Developed International Fund shares in Q3 2025, an estimated $1.1K.
  • WisdomTree True Developed International Fund made up 0.06% of PBMares Wealth Management's portfolio in Q3 2025, its #127 holding.
  • PBMares Wealth Management first reported a position in WisdomTree True Developed International Fund in Q4 2019 and has held it in 23 quarters since.
  • PBMares Wealth Management's WisdomTree True Developed International Fund position peaked at $1.4M in Q4 2019.
  • 104 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.