UAG
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United Advisor Group’s WisdomTree True Developed International Fund DOL Stock Holding History

United Advisor Group’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 		$220K Buy
+3,232
New +$225K 0.03% 471
2025
Q4 		– Sell
-4,210
Closed -$262K – 489
2025
Q3 		$262K Buy
+4,210
New +$257K 0.04% 395

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 $611M AUM 21.11% 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

United Advisor Group's DOL Position: Q1 2026 in Review

United Advisor Group opened a new position in WisdomTree True Developed International Fund (DOL) in Q1 2026: 3,232 shares worth $220K. The stake represents 0.03% of the portfolio and ranks #471 among its holdings. This is a return to the name: United Advisor Group previously reported a position in DOL as recently as Q3 2025.

United Advisor Group first reported a position in DOL in Q3 2025 and has held it in 2 quarters since. The position peaked at $262K in Q3 2025. 109 funds tracked by Wall St. Rank hold DOL as of Q1 2026.

  • United Advisor Group held 3,232 shares of WisdomTree True Developed International Fund worth $220K as of Q1 2026.
  • WisdomTree True Developed International Fund was a new United Advisor Group position in Q1 2026.
  • WisdomTree True Developed International Fund made up 0.03% of United Advisor Group's portfolio in Q1 2026, its #471 holding.
  • United Advisor Group first reported a position in WisdomTree True Developed International Fund in Q3 2025 and has held it in 2 quarters since.
  • United Advisor Group's WisdomTree True Developed International Fund position peaked at $262K in Q3 2025.
  • 109 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.