Relyea Zuckerberg Hanson’s WisdomTree True Developed International Fund DOL Stock Holding History

Relyea Zuckerberg Hanson’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	$231K	Buy	3,105 +1	+0%	+$73	0.02%	275
2026 Q1	$211K	Buy	3,104 +1	+0%	+$70	0.02%	264
2025 Q4	$204K	Buy	+3,103	New	+$197K	0.02%	256

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

Relyea Zuckerberg Hanson's DOL Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its WisdomTree True Developed International Fund (DOL) stake by 0.03% in Q2 2026, buying an estimated $73 and bringing the position to 3,105 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #275.

Relyea Zuckerberg Hanson first reported a position in DOL in Q4 2025 and has held it in 3 quarters since. 109 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

Relyea Zuckerberg Hanson held 3,105 shares of WisdomTree True Developed International Fund worth $231K as of Q2 2026.
Relyea Zuckerberg Hanson bought 1 WisdomTree True Developed International Fund share in Q2 2026, an estimated $73.
WisdomTree True Developed International Fund made up 0.02% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #275 holding.
Relyea Zuckerberg Hanson first reported a position in WisdomTree True Developed International Fund in Q4 2025 and has held it in 3 quarters since.
109 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.