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Disclosery

DOL WISDOMTREE TR

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TRUE DEV INTL FD (fund)

106 managers (108 13F filers) reported a position in DOL shares at 2026-06-30, 7,681,243 shares in all. 9 filers opened a position and 10 filers sold out during the quarter.

Managers
106
13F filers
108
New
9
Added
33
Reduced
37
Sold out
10
Shares held by filers
7,681,243

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Creative Planningin group Creative Planning2,688,178$200M0.12%-8,75213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,117,439$83.1M<0.01%+32,37613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO369,181$27.4M<0.01%+5,58813F-HRTimelineGroup
Cascade Financial Partners, LLC307,535$22.9M1.99%+37,98413F-HRTimeline
Key Financial Inc306,315$22.8M3.73%-15,02013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA306,129$22.8M<0.01%-5,28313F-HRTimelineGroup
BIP Wealth, LLC301,931$22.5M0.64%+9,04313F-HRTimeline
LPL Financial LLC253,339$18.8M<0.01%+14,62813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/201,357$15M<0.01%-4,97613F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp129,343$9.62M0.03%+27513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC124,973$9.29M0.01%-51213F-HRTimeline
Avidian Wealth Enterprises, LLC112,544$8.37M0.23%+1,61913F-HRTimeline
Evernest Financial Advisors, LLC91,533$6.81M1.42%-86713F-HRTimeline
Powers Advisory Group, LLC81,325$6.05M1.9%-2,31313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN79,366$5.9M<0.01%+4,36113F-HRTimelineGroup
UBS Group AGin group UBS Group AG79,114$5.88M<0.01%+2,35513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC76,994$5.73M0.01%+24,71213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.73,334$5.45M0.01%-7,07813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC67,264$5M<0.01%+8,54713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…63,962$4.76M<0.01%-3,09813F-HRTimelineGroup
Cetera Investment Advisers61,185$4.55M<0.01%-1,06613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…54,487$4.05M0.01%-1,97813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC49,115$3.64M<0.01%+25,19713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding47,119$3.5M-3,209Timeline
Gladstone Institutional Advisory LLC42,664$3.17M0.1%-30813F-HRTimeline
Western Wealth Management, LLC31,348$2.33M0.08%+2,25913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC29,705$2.21M<0.01%+1,04813F-HRTimelineGroup
Waverly Advisors, LLC29,213$2.17M0.01%-48113F-HRTimeline
First Heartland Consultants, Inc.28,917$2.15M0.14%-16,62713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC28,211$2.1M<0.01%-52,56913F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC27,160$2.02M0.1%+1,53913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.25,701$1.91M<0.01%+2,06713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC25,555$1.9M<0.01%-4,49713F-HRTimelineGroup
HOWE & RUSLING INC19,105$1.42M0.08%+83013F-HRTimeline
Private Advisor Group, LLC14,946$1.11M0.01%-12513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding14,945$1.11M+5Timeline
Atria Investments, Inc13,937$1.04M0.01%-11,10513F-HRTimeline
FLOW TRADERS U.S. LLC12,278$913K0.04%-3,14913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,945$888K<0.01%-2,76913F-HRTimelineGroup
Evanson Financial, LLC11,679$869K0.04%13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP11,627$865K<0.01%013F-HR/ATimelineGroup
Institute for Wealth Management, LLC.10,980$817K0.07%-2413F-HRTimeline
Herold Advisors, Inc.10,572$786K0.16%+1,55613F-HRTimeline
CoreCap Advisors, LLC10,395$773K0.02%-7613F-HRTimeline
Stonebridge Financial Group, LLC9,325$693K0.05%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,046$673K<0.01%+34813F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth8,969$667K<0.01%-1713F-HRTimelineGroup
Geneos Wealth Management Inc.8,892$661K0.01%+1,22313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,332$611K<0.01%-21813F-HRTimelineGroup
Palatine Hill Wealth Management, LLC8,001$595K0.48%013F-HRTimeline
Aptus Capital Advisors, LLC8,000$595K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC8,000$595K<0.01%013F-HRTimeline
TopTier Wealth Management, LLC7,729$575K0.35%+3413F-HRTimeline
HighTower Advisors, LLC7,664$570K<0.01%-32513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,405$551K0.01%+29913F-HRTimelineGroup
Meridian Financial Partners LLC7,145$531K0.18%-60013F-HRTimeline
VANCE WEALTH, LLC6,150$457K0.1%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,884$438K<0.01%-18013F-HRTimeline
MCF Advisors LLC5,885$438K0.02%013F-HRTimeline
IFG Advisory, LLC5,603$417K0.01%new13F-HRTimeline
HRT FINANCIAL LP5,606$416K<0.01%new13F-HRTimeline
Altrius Capital Management Inc5,289$393K0.07%-8513F-HRTimeline
Apella Capital, LLC5,249$390K0.01%+4613F-HRTimeline
Discipline Wealth Solutions, LLC5,246$390K0.03%013F-HRTimeline
MAI Capital Management5,037$375K<0.01%new13F-HRTimeline
JNBA Financial Advisors4,806$357K0.03%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,699$349K<0.01%+4313F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,488$334K0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC4,243$316K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC4,230$315K0.16%013F-HRTimeline
Hubbell Strickland Wealth Management, L…4,108$306K0.11%+5513F-HRTimeline
United Advisor Group, LLC3,770$280K0.03%+53813F-HRTimeline
FMR LLCin group FMR LLC3,612$269K<0.01%+18113F-HRTimelineGroup
Chicago Partners Investment Group LLC3,588$265K0.01%-17113F-HRTimeline
Janney Montgomery Scott LLC3,265$243K<0.01%-4313F-HRTimeline
Cambridge Investment Research Advisors,…3,113$231K<0.01%new13F-HR/ATimeline
Relyea Zuckerberg Hanson LLC3,105$231K0.02%+113F-HR/ATimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,939$218K<0.01%013F-HRTimelineGroup
Sound Stewardship, LLC2,753$205K0.08%new13F-HRTimeline
Lantz Financial LLC2,699$201K0.04%new13F-HRTimeline
Savant Capital, LLC2,623$200K<0.01%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,461$183K0.01%+3313F-HRTimeline
Farther Finance Advisors, LLC2,172$162K<0.01%-1,80913F-HRTimeline
LRI Investments, LLC2,085$155K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.1,903$142K0.02%+2613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,806$134K<0.01%+1,34613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,600$119K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.1,377$102K<0.01%013F-HRTimeline
IFP Advisors, Inc1,235$91.8K<0.01%-35013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC936$69.6K<0.01%-9,70413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC720$53.5K<0.01%013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…645$48K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…632$47K<0.01%013F-HRTimelineGroup
Newton One Investments LLC631$46.9K0.01%013F-HRTimeline
Point Nemo Capital, LLC439$32.6K0.02%new13F-HRTimeline
SIGNATUREFD, LLC425$31.6K<0.01%013F-HRTimeline
NewEdge Advisors, LLC387$28.8K<0.01%-5,34513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV310$23.1K<0.01%013F-HRTimeline
Global Retirement Partners, LLC307$22.8K<0.01%13F-HRTimeline
Founders Financial Alliance, LLC265$19.7K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL179$13.3K<0.01%013F-HRTimeline
TSFG, LLC88$7K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc79$5.89K<0.01%+113F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC51$3.79K<0.01%013F-HRTimelineGroup
Harborfront Financial Group LLC42$3.09K0.01%13F-HRTimeline
Triumph Capital Management25$1.86K<0.01%013F-HRTimeline