TS Financial Group (TSFG)’s WisdomTree True Developed International Fund DOL Stock Holding History

TS Financial Group (TSFG)’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	$7K	Hold	88	–	–	﹤0.01%	651
2026 Q1	$6K	Hold	88	–	–	﹤0.01%	638
2025 Q4	$6K	Hold	88	–	–	﹤0.01%	631
2025 Q3	$5K	Hold	88	–	–	﹤0.01%	653
2025 Q2	$5K	Hold	88	–	–	﹤0.01%	630
2025 Q1	$5K	Hold	88	–	–	﹤0.01%	611
2024 Q4	$4K	Hold	88	–	–	﹤0.01%	597
2024 Q3	$5K	Hold	88	–	–	﹤0.01%	585
2024 Q2	$4K	Hold	88	–	–	﹤0.01%	592
2024 Q1	$5K	Hold	88	–	–	﹤0.01%	552
2023 Q4	$4K	Hold	88	–	–	﹤0.01%	637
2023 Q3	$4K	Hold	88	–	–	﹤0.01%	682
2023 Q2	$4K	Hold	88	–	–	﹤0.01%	684
2023 Q1	$4K	Hold	88	–	–	﹤0.01%	682
2022 Q4	$4K	Hold	88	–	–	﹤0.01%	686
2022 Q3	$3K	Hold	88	–	–	﹤0.01%	710
2022 Q2	$4K	Hold	88	–	–	﹤0.01%	669
2022 Q1	$4K	Hold	88	–	–	﹤0.01%	664
2021 Q4	$4K	Hold	88	–	–	﹤0.01%	684
2021 Q3	$4K	Hold	88	–	–	﹤0.01%	675
2021 Q2	$4K	Hold	88	–	–	﹤0.01%	670
2021 Q1	$4K	Hold	88	–	–	﹤0.01%	606
2020 Q4	$4K	Sell	88 -27	-23%	-$1.17K	﹤0.01%	620
2020 Q3	$5K	Hold	115	–	–	﹤0.01%	543
2020 Q2	$5K	Hold	115	–	–	﹤0.01%	531
2020 Q1	$4K	Hold	115	–	–	﹤0.01%	498
2019 Q4	$6K	Hold	115	–	–	﹤0.01%	491
2019 Q3	$5K	Hold	115	–	–	﹤0.01%	519
2019 Q2	$5K	Hold	115	–	–	﹤0.01%	492
2019 Q1	$5K	Buy	+115	New	+$5.23K	﹤0.01%	475

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TS Financial Group (TSFG)'s DOL Position: Q2 2026 in Review

TS Financial Group (TSFG) held its WisdomTree True Developed International Fund (DOL) position steady in Q2 2026 at 88 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

TS Financial Group (TSFG) first reported a position in DOL in Q1 2019 and has held it in 30 quarters since. 108 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

TS Financial Group (TSFG) held 88 shares of WisdomTree True Developed International Fund worth $7K as of Q2 2026.
TS Financial Group (TSFG) left its WisdomTree True Developed International Fund share count unchanged in Q2 2026.
WisdomTree True Developed International Fund made up ﹤0.01% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #651 holding.
TS Financial Group (TSFG) first reported a position in WisdomTree True Developed International Fund in Q1 2019 and has held it in 30 quarters since.
108 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.