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Disclosery

DOL WISDOMTREE TR

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TRUE DEV INTL FD (fund)

96 managers (97 13F filers) reported a position in DOL shares at 2025-06-30, 7,467,944 shares in all. 8 filers opened a position and 3 filers sold out during the quarter.

Managers
96
13F filers
97
New
8
Added
40
Reduced
22
Sold out
3
Shares held by filers
7,467,944

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 Planning2,674,042$159M0.14%-20,12613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY871,572$51.9M<0.01%+178,67613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO364,450$21.7M<0.01%+4,36813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA330,290$19.7M<0.01%+59,46113F-HR/ATimelineGroup
Key Financial Inc321,079$19.1M3.85%+16,91613F-HRTimeline
BIP Wealth, LLC308,561$18.4M1.13%-15,52513F-HRTimeline
Cascade Financial Partners, LLC217,743$13M1.56%+1,57913F-HRTimeline
LPL Financial LLC199,912$11.9M<0.01%+15,18613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/187,174$11.1M<0.01%+65313F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp158,682$9.45M0.03%+7,85413F-HRTimelineGroup
Avidian Wealth Enterprises, LLC121,448$7.23M0.29%+3,24113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC121,161$7.22M0.01%-67913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…120,462$7.18M0.01%+5,21413F-HRTimelineGroup
FLOW TRADERS U.S. LLC112,611$6.71M0.25%+106,89013F-HRTimeline
Cetera Investment Advisers107,281$6.39M0.01%+52,58113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC97,600$5.81M0.01%+76,78413F-HRTimelineGroup
Evernest Financial Advisors, LLC93,271$5.56M1.8%+6,70113F-HRTimeline
Powers Advisory Group, LLC84,181$5.01M2.21%+2,39413F-HRTimeline
MML INVESTORS SERVICES, LLC66,055$3.94M0.01%+2,72613F-HRTimeline
First Heartland Consultants, Inc.61,990$3.69M0.33%new13F-HRTimeline
Atria Investments, Inc59,985$3.57M0.04%+23,27913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC53,056$3.16M0.02%+21,21613F-HRTimelineGroup
UBS Group AGin group UBS Group AG52,582$3.13M<0.01%-9,95313F-HRTimelineGroup
CW Advisors, LLC52,434$3.12M0.03%-1,94613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…44,256$2.64M0.01%-86213F-HR/ATimelineGroup
Gladstone Institutional Advisory LLC43,106$2.57M0.11%-1,23413F-HRTimeline
Mariner, LLCin group Mariner, LLC38,524$2.29M<0.01%-1,48713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.33,615$2M<0.01%+1,15613F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC33,323$1.99M0.01%+25813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN33,004$1.97M<0.01%-13,67713F-HRTimelineGroup
Waverly Advisors, LLC32,022$1.91M0.02%-65513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC31,004$1.85M<0.01%+5,14213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC23,518$1.4M<0.01%+10,76713F-HRTimelineGroup
Cambridge Investment Research Advisors,…22,058$1.31M<0.01%+8,17113F-HRTimeline
Altrius Capital Management Inc17,380$1.04M0.24%-10713F-HRTimeline
Private Advisor Group, LLC15,290$911K<0.01%new13F-HRTimeline
HOWE & RUSLING INC13,481$803K0.06%+70413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding13,404$798K+43Timeline
Integrated Wealth Concepts LLC11,981$714K0.01%new13F-HRTimeline
Institute for Wealth Management, LLC.11,653$694K0.08%-2413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP11,627$693K<0.01%013F-HR/ATimelineGroup
Evanson Asset Management, LLC11,596$691K0.04%+5113F-HRTimeline
CoreCap Advisors, LLC10,365$617K0.02%-19213F-HRTimeline
Stonebridge Financial Group, LLC9,325$555K0.05%-26813F-HRTimeline
HighTower Advisors, LLC9,189$547K<0.01%+15813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,591$512K<0.01%+81713F-HRTimelineGroup
COMERICA BANK8,434$502K<0.01%-2013F-HRTimeline
Meridian Financial Partners LLC7,686$458K0.22%013F-HRTimeline
Geneos Wealth Management Inc.7,275$433K0.01%+3,27413F-HRTimeline
IFG Advisory, LLC6,978$416K0.02%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP6,716$400K<0.01%013F-HRTimelineGroup
PBMares Wealth Management LLC6,283$374K0.07%+6913F-HRTimeline
VANCE WEALTH, LLC6,150$366K0.12%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,084$364K<0.01%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,030$353K<0.01%+1,70413F-HRTimelineGroup
MCF Advisors LLC5,885$351K0.02%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,742$341K<0.01%+1,28313F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC5,421$323K0.02%+37013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,042$300K<0.01%new13F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC4,856$289K<0.01%+5013F-HRTimelineGroup
JNBA Financial Advisors4,806$286K0.03%013F-HRTimeline
Advyzon Investment Management, LLC4,559$272K0.06%-32313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,488$267K0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC4,243$253K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC4,230$252K0.18%013F-HRTimeline
Hubbell Strickland Wealth Management, L…4,000$238K0.11%+6613F-HRTimeline
Chicago Partners Investment Group LLC3,756$230K0.01%-75613F-HRTimeline
Herold Advisors, Inc.3,858$230K0.05%-12313F-HRTimeline
Sanctuary Advisors, LLC3,378$201K<0.01%new13F-HRTimeline
IFP Advisors, Inc2,486$148K<0.01%+1,72813F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,396$143K0.01%+3913F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,257$134K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC2,203$131K<0.01%013F-HRTimeline
LRI Investments, LLC2,085$124K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.2,048$122K0.02%-1,29213F-HRTimeline
Newton One Investments LLC1,947$116K0.04%-39513F-HRTimeline
FMR LLCin group FMR LLC1,602$95.4K<0.01%-413F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,600$95.3K<0.01%+1,49413F-HRTimelineGroup
Blue Trust, Inc.1,377$82K<0.01%013F-HRTimeline
Creekmur Asset Management LLC912$54.3K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC720$42.9K<0.01%013F-HRTimelineGroup
Cherry Tree Wealth Management, LLC714$42.5K0.01%-15613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…690$41.1K<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC546$32.5K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC425$25.3K<0.01%013F-HRTimeline
NewEdge Advisors, LLC417$24.9K<0.01%013F-HRTimeline
FSA Wealth Management LLC400$23.8K0.01%013F-HRTimeline
PRIVATE TRUST CO NA377$22.5K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC304$18.1K<0.01%13F-HRTimeline
Founders Financial Alliance, LLC237$14.1K<0.01%+2313F-HRTimeline
BLAIR WILLIAM & CO/IL179$10.7K<0.01%013F-HRTimeline
TSFG, LLC88$5K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc77$4.59K<0.01%+113F-HRTimeline
Golden State Wealth Management, LLC21$1.25K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…2$119<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.