Wealth Enhancement Advisory Services’s WisdomTree True Developed International Fund DOL Stock Holding History

Wealth Enhancement Advisory Services’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	$438K	Sell	5,884 -180	-3%	-$13.2K	﹤0.01%	2817
2026 Q1	$416K	Sell	6,064 -5,097	-46%	-$355K	﹤0.01%	2478
2025 Q4	$751K	Buy	11,161 +326	+3%	+$20.7K	﹤0.01%	2156
2025 Q3	$678K	Buy	10,835 +4,751	+78%	+$290K	﹤0.01%	2124
2025 Q2	$364K	Buy	+6,084	New	+$350K	﹤0.01%	2468

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

Wealth Enhancement Advisory Services's DOL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its WisdomTree True Developed International Fund (DOL) stake by 3% in Q2 2026, selling an estimated $13.2K and leaving 5,884 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #2817.

Wealth Enhancement Advisory Services first reported a position in DOL in Q2 2025 and has held it in 5 quarters since. The position peaked at $751K in Q4 2025. 108 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

Wealth Enhancement Advisory Services held 5,884 shares of WisdomTree True Developed International Fund worth $438K as of Q2 2026.
Wealth Enhancement Advisory Services sold 180 WisdomTree True Developed International Fund shares in Q2 2026, an estimated $13.2K.
WisdomTree True Developed International Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2817 holding.
Wealth Enhancement Advisory Services first reported a position in WisdomTree True Developed International Fund in Q2 2025 and has held it in 5 quarters since.
Wealth Enhancement Advisory Services's WisdomTree True Developed International Fund position peaked at $751K in Q4 2025.
108 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.