Powers Advisory Group’s WisdomTree True Developed International Fund DOL Stock Holding History

Powers Advisory Group’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	$6.05M	Sell	81,325 -2,313	-3%	-$169K	1.9%	14
2026 Q1	$5.69M	Sell	83,638 -650	-0.8%	-$45.2K	2.01%	12
2025 Q4	$5.55M	Buy	84,288 +303	+0.4%	+$19.3K	2.09%	13
2025 Q3	$5.23M	Sell	83,985 -196	-0.2%	-$12K	2.08%	14
2025 Q2	$5.01M	Buy	84,181 +2,394	+3%	+$138K	2.21%	12
2025 Q1	$4.5M	Sell	81,787 -1,098	-1%	-$58.4K	2.15%	12
2024 Q4	$4.1M	Sell	82,885 -970	-1%	-$49.8K	2.05%	14
2024 Q3	$4.53M	Buy	83,855 +1,194	+1%	+$62.5K	2.26%	12
2024 Q2	$4.19M	Sell	82,661 -414	-0.5%	-$21.4K	2.29%	12
2024 Q1	$4.3M	Buy	83,075 +202	+0.2%	+$10.1K	2.46%	12
2023 Q4	$4.08M	Buy	82,873 +2,402	+3%	+$112K	2.52%	12
2023 Q3	$3.67M	Sell	80,471 -716	-0.9%	-$33.6K	2.49%	12
2023 Q2	$3.83M	Buy	81,187 +1,439	+2%	+$68.4K	2.54%	11
2023 Q1	$3.72M	Buy	79,748 +5,081	+7%	+$236K	2.6%	10
2022 Q4	$3.29M	Buy	74,667 +1,466	+2%	+$61.3K	2.42%	10
2022 Q3	$2.74M	Buy	73,201 +1,695	+2%	+$70.1K	2.18%	11
2022 Q2	$2.99M	Buy	71,506 +2,391	+3%	+$110K	2.3%	10
2022 Q1	$3.36M	Buy	69,115 +1,297	+2%	+$63.5K	2.34%	10
2021 Q4	$3.35M	Buy	+67,818	New	+$3.3M	2.36%	11

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

Powers Advisory Group's DOL Position: Q2 2026 in Review

Powers Advisory Group reduced its WisdomTree True Developed International Fund (DOL) stake by 2.8% in Q2 2026, selling an estimated $169K and leaving 81,325 shares worth $6.05M. The position accounts for 1.9% of the portfolio, ranked #14.

Powers Advisory Group first reported a position in DOL in Q4 2021 and has held it in 19 quarters since. 108 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

Powers Advisory Group held 81,325 shares of WisdomTree True Developed International Fund worth $6.05M as of Q2 2026.
Powers Advisory Group sold 2,313 WisdomTree True Developed International Fund shares in Q2 2026, an estimated $169K.
WisdomTree True Developed International Fund made up 1.9% of Powers Advisory Group's portfolio in Q2 2026, its #14 holding.
Powers Advisory Group first reported a position in WisdomTree True Developed International Fund in Q4 2021 and has held it in 19 quarters since.
108 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on Powers Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.