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Principal Securities’s WisdomTree True Developed International Fund DOL Stock Holding History

Principal Securities’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
Q4 		– Sell
-51
Closed -$3.17K – 1897
2025
Q3 		$3.17K Buy
+51
New +$3.11K ﹤0.01% 3106

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
CFP
Cascade Financial Partners San Diego, California $1.15B AUM 33.6% 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

Principal Securities's DOL Position: Q4 2025 in Review

Principal Securities sold out of WisdomTree True Developed International Fund (DOL) in Q4 2025, closing a stake of 51 shares — an estimated $3.17K sold.

Principal Securities first reported a position in DOL in Q3 2025 and held it in 1 quarter. The position peaked at $3.17K in Q3 2025. 104 funds tracked by Wall St. Rank hold DOL as of Q4 2025.

  • Principal Securities reported no remaining WisdomTree True Developed International Fund position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 51 WisdomTree True Developed International Fund shares in Q4 2025, an estimated $3.17K.
  • Principal Securities first reported a position in WisdomTree True Developed International Fund in Q3 2025 and held it in 1 quarter.
  • Principal Securities's WisdomTree True Developed International Fund position peaked at $3.17K in Q3 2025.
  • 104 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.