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

Spire 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 Q1	–	Sell	-42	Closed	-$2.08K	–	2496
2024 Q4	$2.08K	Hold	42	–	–	﹤0.01%	2249
2024 Q3	$2.27K	Hold	42	–	–	﹤0.01%	1981
2024 Q2	$2.13K	Hold	42	–	–	﹤0.01%	2000
2024 Q1	$2.17K	Hold	42	–	–	﹤0.01%	2075
2023 Q4	$2.03K	Hold	42	–	–	﹤0.01%	2137
2023 Q3	$1.92K	Hold	42	–	–	﹤0.01%	2145
2023 Q2	$1.98K	Hold	42	–	–	﹤0.01%	2198
2023 Q1	$1.96K	Hold	42	–	–	﹤0.01%	2266
2022 Q4	$2K	Hold	42	–	–	﹤0.01%	2030
2022 Q3	$2K	Hold	42	–	–	﹤0.01%	1937
2022 Q2	$2K	Hold	42	–	–	﹤0.01%	2345
2022 Q1	$2K	Hold	42	–	–	﹤0.01%	2385
2021 Q4	$2K	Hold	42	–	–	﹤0.01%	2767
2021 Q3	$2K	Hold	42	–	–	﹤0.01%	2453
2021 Q2	$2K	Hold	42	–	–	﹤0.01%	2473
2021 Q1	$2K	Buy	+42	New	+$1.98K	﹤0.01%	2838

Other funds holding DOL

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CFP

Cascade Financial Partners San Diego, California $970M AUM 19.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Spire Wealth Management's DOL Position: Q1 2025 in Review

Spire Wealth Management sold out of WisdomTree True Developed International Fund (DOL) in Q1 2025, closing a stake of 42 shares — an estimated $2.08K sold.

Spire Wealth Management first reported a position in DOL in Q1 2021 and held it in 16 quarters. The position peaked at $2.27K in Q3 2024. 91 funds tracked by Wall St. Rank hold DOL as of Q1 2025.

Spire Wealth Management reported no remaining WisdomTree True Developed International Fund position as of Q1 2025 after selling out during the quarter.
Spire Wealth Management sold 42 WisdomTree True Developed International Fund shares in Q1 2025, an estimated $2.08K.
Spire Wealth Management first reported a position in WisdomTree True Developed International Fund in Q1 2021 and held it in 16 quarters.
Spire Wealth Management's WisdomTree True Developed International Fund position peaked at $2.27K in Q3 2024.
91 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2025.

Based on Spire Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.