Stratos Wealth Partners’s WisdomTree True Developed International Fund DOL Stock Holding History

Stratos Wealth Partners’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	$483K	Buy	7,106 +1,442	+25%	+$100K	0.01%	1078
2025 Q4	$373K	Buy	5,664 +297	+6%	+$18.9K	﹤0.01%	1168
2025 Q3	$334K	Buy	5,367 +325	+6%	+$19.8K	﹤0.01%	1195
2025 Q2	$300K	Buy	+5,042	New	+$290K	﹤0.01%	1140
2024 Q4	–	Sell	-3,742	Closed	-$202K	–	1474
2024 Q3	$202K	Buy	+3,742	New	+$196K	﹤0.01%	1339

Other funds holding DOL

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

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

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

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

Stratos Wealth Partners's DOL Position: Q1 2026 in Review

Stratos Wealth Partners increased its WisdomTree True Developed International Fund (DOL) stake by 25% in Q1 2026, buying an estimated $100K and bringing the position to 7,106 shares worth $483K. The position accounts for 0.01% of the portfolio, ranked #1078.

Stratos Wealth Partners first reported a position in DOL in Q3 2024 and has held it in 5 quarters since. 109 funds tracked by Wall St. Rank hold DOL as of Q1 2026.

Stratos Wealth Partners held 7,106 shares of WisdomTree True Developed International Fund worth $483K as of Q1 2026.
Stratos Wealth Partners bought 1,442 WisdomTree True Developed International Fund shares in Q1 2026, an estimated $100K.
WisdomTree True Developed International Fund made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1078 holding.
Stratos Wealth Partners first reported a position in WisdomTree True Developed International Fund in Q3 2024 and has held it in 5 quarters since.
109 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.