Stonebridge Financial Group (Pennsylvania)’s WisdomTree True Developed International Fund DOL Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$693K	Hold	9,325	–	–	0.05%	148
2026 Q1	$634K	Hold	9,325	–	–	0.05%	147
2025 Q4	$614K	Hold	9,325	–	–	0.05%	147
2025 Q3	$581K	Hold	9,325	–	–	0.05%	146
2025 Q2	$555K	Sell	9,325 -268	-3%	-$15.4K	0.05%	142
2025 Q1	$528K	Sell	9,593 -143	-1%	-$7.6K	0.06%	145
2024 Q4	$481K	Buy	+9,736	New	+$500K	0.05%	155

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s DOL Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) held its WisdomTree True Developed International Fund (DOL) position steady in Q2 2026 at 9,325 shares worth $693K. The position accounts for 0.05% of the portfolio, ranked #148.

Stonebridge Financial Group (Pennsylvania) first reported a position in DOL in Q4 2024 and has held it in 7 quarters since. 88 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 9,325 shares of WisdomTree True Developed International Fund worth $693K as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) left its WisdomTree True Developed International Fund share count unchanged in Q2 2026.
WisdomTree True Developed International Fund made up 0.05% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #148 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in WisdomTree True Developed International Fund in Q4 2024 and has held it in 7 quarters since.
88 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.