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
Q2 		$280K Buy
3,770
+538
+17% +$39.4K 0.03% 440
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 $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

United Advisor Group's DOL Position: Q2 2026 in Review

United Advisor Group increased its WisdomTree True Developed International Fund (DOL) stake by 17% in Q2 2026, buying an estimated $39.4K and bringing the position to 3,770 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #440.

United Advisor Group first reported a position in DOL in Q3 2025 and has held it in 3 quarters since. 108 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

  • United Advisor Group held 3,770 shares of WisdomTree True Developed International Fund worth $280K as of Q2 2026.
  • United Advisor Group bought 538 WisdomTree True Developed International Fund shares in Q2 2026, an estimated $39.4K.
  • WisdomTree True Developed International Fund made up 0.03% of United Advisor Group's portfolio in Q2 2026, its #440 holding.
  • United Advisor Group first reported a position in WisdomTree True Developed International Fund in Q3 2025 and has held it in 3 quarters since.
  • 108 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.