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Steward Partners Investment Advisory’s WisdomTree True Developed International Fund DOL Stock Holding History

Steward Partners Investment Advisory’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 		– Sell
-2
Closed -$136 – 4720
2026
Q1 		$136 Hold
2
– – ﹤0.01% 4334
2025
Q4 		$132 Hold
2
– – ﹤0.01% 4215
2025
Q3 		$125 Hold
2
– – ﹤0.01% 4182
2025
Q2 		$119 Hold
2
– – ﹤0.01% 4039
2025
Q1 		$110 Sell
2
-1,241
-100% -$66K ﹤0.01% 3939
2024
Q4 		$61.5K Sell
1,243
-125,138
-99% -$6.43M ﹤0.01% 2228
2024
Q3 		$6.82M Sell
126,381
-1,457
-1% -$76.3K 0.06% 296
2024
Q2 		$6.48M Buy
127,838
+387
+0.3% +$20K 0.07% 282
2024
Q1 		$6.59M Buy
127,451
+45,387
+55% +$2.26M 0.07% 275
2023
Q4 		$4.04M Sell
82,064
-346
-0.4% -$16.1K 0.05% 325
2023
Q3 		$3.76M Buy
+82,410
New +$3.87M 0.06% 313
2021
Q2 		– Sell
-300
Closed -$14.2K – 7163
2021
Q1 		$14.2K Buy
+300
New +$14.1K ﹤0.01% 2636
2020
Q2 		– Sell
-900
Closed -$33K – 2675
2020
Q1 		$33K Sell
900
-400
-31% -$17.7K ﹤0.01% 1415
2019
Q4 		$63K Buy
1,300
+600
+86% +$28.5K ﹤0.01% 1305
2019
Q3 		$32K Hold
700
– – ﹤0.01% 1546
2019
Q2 		$32K Buy
+700
New +$32.7K ﹤0.01% 1506

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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 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

Steward Partners Investment Advisory's DOL Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of WisdomTree True Developed International Fund (DOL) in Q2 2026, closing a stake of 2 shares — an estimated $136 sold.

Steward Partners Investment Advisory first reported a position in DOL in Q2 2019 and held it in 16 quarters. The position peaked at $6.82M in Q3 2024. 108 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

  • Steward Partners Investment Advisory reported no remaining WisdomTree True Developed International Fund position as of Q2 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 2 WisdomTree True Developed International Fund shares in Q2 2026, an estimated $136.
  • Steward Partners Investment Advisory first reported a position in WisdomTree True Developed International Fund in Q2 2019 and held it in 16 quarters.
  • Steward Partners Investment Advisory's WisdomTree True Developed International Fund position peaked at $6.82M in Q3 2024.
  • 108 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.