SFC
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Strategic Financial Concepts’s WisdomTree True Developed International Fund DOL Stock Holding History

Strategic Financial Concepts’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
-12,203
Closed -$830K – 253
2026
Q1 		$830K Buy
12,203
+97
+0.8% +$6.75K 0.2% 115
2025
Q4 		$797K Buy
+12,106
New +$769K 0.73% 37

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

Strategic Financial Concepts's DOL Position: Q2 2026 in Review

Strategic Financial Concepts sold out of WisdomTree True Developed International Fund (DOL) in Q2 2026, closing a stake of 12,203 shares — an estimated $830K sold.

Strategic Financial Concepts first reported a position in DOL in Q4 2025 and held it in 2 quarters. The position peaked at $830K in Q1 2026. 108 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

  • Strategic Financial Concepts reported no remaining WisdomTree True Developed International Fund position as of Q2 2026 after selling out during the quarter.
  • Strategic Financial Concepts sold 12,203 WisdomTree True Developed International Fund shares in Q2 2026, an estimated $830K.
  • Strategic Financial Concepts first reported a position in WisdomTree True Developed International Fund in Q4 2025 and held it in 2 quarters.
  • Strategic Financial Concepts's WisdomTree True Developed International Fund position peaked at $830K in Q1 2026.
  • 108 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.