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SOA Wealth Advisors’s WisdomTree True Developed International Fund DOL Stock Holding History

SOA Wealth Advisors’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
Q1 		$128K Buy
1,877
+5
+0.3% +$348 0.02% 248
2025
Q4 		$123K Buy
1,872
+11
+0.6% +$699 0.02% 260
2025
Q3 		$116K Sell
1,861
-187
-9% -$11.4K 0.02% 273
2025
Q2 		$122K Sell
2,048
-1,292
-39% -$74.3K 0.02% 256
2025
Q1 		$184K Sell
3,340
-232
-6% -$12.3K 0.04% 197
2024
Q4 		$177K Buy
3,572
+23
+0.6% +$1.18K 0.03% 195
2024
Q3 		$192K Buy
3,549
+16
+0.5% +$838 0.04% 190
2024
Q2 		$179K Sell
3,533
-16
-0.5% -$827 0.04% 191
2024
Q1 		$184K Sell
3,549
-2
-0.1% -$100 0.04% 190
2023
Q4 		$175K Buy
3,551
+23
+0.7% +$1.07K 0.04% 190
2023
Q3 		$161K Buy
3,528
+23
+0.7% +$1.08K 0.04% 190
2023
Q2 		$165K Sell
3,505
-120
-3% -$5.7K 0.04% 181
2023
Q1 		$169K Sell
3,625
-393
-10% -$18.3K 0.04% 171
2022
Q4 		$177K Sell
4,018
-2,819
-41% -$118K 0.05% 160
2022
Q3 		$255K Sell
6,837
-404
-6% -$16.7K 0.08% 127
2022
Q2 		$302K Sell
7,241
-1,374
-16% -$63K 0.09% 116
2022
Q1 		$418K Sell
8,615
-1,644
-16% -$80.5K 0.1% 108
2021
Q4 		$506K Sell
10,259
-469
-4% -$22.8K 0.12% 95
2021
Q3 		$510K Sell
10,728
-6,247
-37% -$311K 0.13% 97
2021
Q2 		$837K Sell
16,975
-17,884
-51% -$889K 0.22% 73
2021
Q1 		$1.65M Sell
34,859
-19,670
-36% -$926K 0.46% 49
2020
Q4 		$2.56M Buy
+54,529
New +$2.37M 0.7% 38

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
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
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

SOA Wealth Advisors's DOL Position: Q1 2026 in Review

SOA Wealth Advisors increased its WisdomTree True Developed International Fund (DOL) stake by 0.27% in Q1 2026, buying an estimated $348 and bringing the position to 1,877 shares worth $128K. The position accounts for 0.02% of the portfolio, ranked #248.

SOA Wealth Advisors first reported a position in DOL in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.56M in Q4 2020. 109 funds tracked by Wall St. Rank hold DOL as of Q1 2026.

  • SOA Wealth Advisors held 1,877 shares of WisdomTree True Developed International Fund worth $128K as of Q1 2026.
  • SOA Wealth Advisors bought 5 WisdomTree True Developed International Fund shares in Q1 2026, an estimated $348.
  • WisdomTree True Developed International Fund made up 0.02% of SOA Wealth Advisors's portfolio in Q1 2026, its #248 holding.
  • SOA Wealth Advisors first reported a position in WisdomTree True Developed International Fund in Q4 2020 and has held it in 22 quarters since.
  • SOA Wealth Advisors's WisdomTree True Developed International Fund position peaked at $2.56M in Q4 2020.
  • 109 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.