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 Q3	$296K	Buy	3,987 +217	+6%	+$16.4K	0.03%	453
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 Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Key Financial Inc West Chester, Pennsylvania $614M AUM 14.43% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

United Advisor Group's DOL Position: Q3 2026 in Review

United Advisor Group increased its WisdomTree True Developed International Fund (DOL) stake by 5.8% in Q3 2026, buying an estimated $16.4K and bringing the position to 3,987 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #453.

United Advisor Group first reported a position in DOL in Q3 2025 and has held it in 4 quarters since. 97 funds tracked by Wall St. Rank hold DOL as of Q3 2026.

United Advisor Group held 3,987 shares of WisdomTree True Developed International Fund worth $296K as of Q3 2026.
United Advisor Group bought 217 WisdomTree True Developed International Fund shares in Q3 2026, an estimated $16.4K.
WisdomTree True Developed International Fund made up 0.03% of United Advisor Group's portfolio in Q3 2026, its #453 holding.
United Advisor Group first reported a position in WisdomTree True Developed International Fund in Q3 2025 and has held it in 4 quarters since.
97 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.