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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
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 $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

Strategic Financial Concepts's DOL Position: Q1 2026 in Review

Strategic Financial Concepts increased its WisdomTree True Developed International Fund (DOL) stake by 0.8% in Q1 2026, buying an estimated $6.75K and bringing the position to 12,203 shares worth $830K. The position accounts for 0.2% of the portfolio, ranked #115.

Strategic Financial Concepts first reported a position in DOL in Q4 2025 and has held it in 2 quarters since. 109 funds tracked by Wall St. Rank hold DOL as of Q1 2026.

  • Strategic Financial Concepts held 12,203 shares of WisdomTree True Developed International Fund worth $830K as of Q1 2026.
  • Strategic Financial Concepts bought 97 WisdomTree True Developed International Fund shares in Q1 2026, an estimated $6.75K.
  • WisdomTree True Developed International Fund made up 0.2% of Strategic Financial Concepts's portfolio in Q1 2026, its #115 holding.
  • Strategic Financial Concepts first reported a position in WisdomTree True Developed International Fund in Q4 2025 and has held it in 2 quarters since.
  • 109 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.