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Disclosery

DOL WISDOMTREE TR

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TRUE DEV INTL FD (fund)

104 managers (104 13F filers) reported a position in DOL shares at 2025-09-30, 7,624,741 shares in all. 13 filers opened a position and 5 filers sold out during the quarter.

Managers
104
13F filers
104
New
13
Added
37
Reduced
28
Sold out
5
Shares held by filers
7,624,741

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 Planning2,683,179$167M0.13%+9,13713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY990,022$61.6M<0.01%+118,45013F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO368,590$22.9M<0.01%+4,14013F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA331,243$20.6M<0.01%+95313F-HRTimelineGroup
Key Financial Inc321,756$20.2M3.73%+67713F-HRTimeline
BIP Wealth, LLC308,531$19.2M0.95%-3013F-HRTimeline
Cascade Financial Partners, LLC223,723$13.9M1.6%+5,98013F-HRTimeline
LPL Financial LLC218,436$13.6M<0.01%+18,52413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/203,780$12.7M<0.01%+16,60613F-HR/ATimelineGroup
M&T Bank Corpin group M&T Bank Corp158,977$9.9M0.03%+29513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…121,415$7.56M0.01%+95313F-HRTimelineGroup
Avidian Wealth Enterprises, LLC121,058$7.54M0.28%-39013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC120,013$7.47M0.01%-1,14813F-HRTimeline
Cetera Investment Advisers99,477$6.19M0.01%-7,80413F-HRTimeline
Evernest Financial Advisors, LLC93,268$5.81M1.63%-313F-HRTimeline
First Heartland Consultants, Inc.91,840$5.72M0.46%+29,85013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.87,547$5.43M0.01%+53,93213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC87,098$5.42M0.02%+34,04213F-HRTimelineGroup
Powers Advisory Group, LLC83,985$5.23M2.08%-19613F-HRTimeline
MML INVESTORS SERVICES, LLC70,253$4.37M0.01%+4,19813F-HRTimeline
Atria Investments, Inc61,277$3.81M0.04%+1,29213F-HRTimeline
UBS Group AGin group UBS Group AG60,830$3.79M<0.01%+8,24813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN54,703$3.41M<0.01%+21,69913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC50,432$3.14M<0.01%-47,16813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…43,705$2.72M0.01%-55113F-HRTimelineGroup
Gladstone Institutional Advisory LLC42,448$2.64M0.1%-65813F-HRTimeline
Mariner, LLCin group Mariner, LLC36,082$2.25M<0.01%-2,44213F-HRTimelineGroup
Waverly Advisors, LLC31,177$1.94M0.02%-84513F-HRTimeline
CWM, LLCin group CWM, LLC29,768$1.85M0.01%-3,55513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC29,091$1.81M<0.01%-1,91313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC28,131$1.75M<0.01%+4,61313F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC22,647$1.41M0.08%+17,22613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC19,923$1.24M<0.01%new13F-HRTimelineGroup
BRIDGES INVESTMENT MANAGEMENT INC17,112$1.07M0.01%new13F-HRTimeline
Private Advisor Group, LLC16,298$1.01M<0.01%+1,00813F-HRTimeline
HOWE & RUSLING INC15,102$940K0.06%+1,62113F-HRTimeline
Western Wealth Management, LLC14,096$878K0.05%new13F-HRTimeline
Evanson Asset Management, LLC11,609$723K0.04%+1313F-HRTimeline
Institute for Wealth Management, LLC.11,377$708K0.07%-27613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,835$678K<0.01%+4,75113F-HRTimeline
CoreCap Advisors, LLC10,396$647K0.02%+3113F-HRTimeline
Stonebridge Financial Group, LLC9,325$581K0.05%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,572$534K<0.01%-1913F-HRTimelineGroup
COMERICA BANK8,421$524K<0.01%-1313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding8,374$521K-5,030Timeline
HighTower Advisors, LLC8,357$520K<0.01%-83213F-HRTimeline
Integrated Wealth Concepts LLC8,000$498K<0.01%-3,98113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,839$488K<0.01%new13F-HRTimelineGroup
Meridian Financial Partners LLC7,645$480K0.2%-4113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,731$478K<0.01%+1,98913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC7,588$472K<0.01%+1,55813F-HRTimelineGroup
Geneos Wealth Management Inc.7,537$469K0.01%+26213F-HRTimeline
IFG Advisory, LLC6,978$434K0.02%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP6,716$418K<0.01%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…6,347$395K<0.01%-15,71113F-HRTimeline
PBMares Wealth Management LLC6,301$392K0.06%+1813F-HRTimeline
Altrius Capital Management Inc6,297$392K0.09%-11,08313F-HRTimeline
VANCE WEALTH, LLC6,150$383K0.12%013F-HRTimeline
MCF Advisors LLC5,885$366K0.02%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,367$334K<0.01%+32513F-HRTimelineGroup
Discipline Wealth Solutions, LLC5,246$327K0.09%new13F-HRTimeline
JNBA Financial Advisors4,806$299K0.03%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,628$288K<0.01%-22813F-HRTimelineGroup
Advyzon Investment Management, LLC4,515$281K0.05%-4413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,488$279K0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC4,243$264K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC4,230$263K0.16%013F-HRTimeline
United Advisor Group, LLC4,210$262K0.04%new13F-HRTimeline
Herold Advisors, Inc.4,181$260K0.06%+32313F-HRTimeline
Hubbell Strickland Wealth Management, L…4,017$250K0.1%+1713F-HRTimeline
Chicago Partners Investment Group LLC3,757$239K0.01%+113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,407$212K<0.01%+1,15013F-HRTimelineGroup
COURIER CAPITAL LLC3,330$207K0.01%new13F-HRTimeline
Janney Montgomery Scott LLC3,303$206K<0.01%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,406$150K0.01%+1013F-HRTimeline
IFP Advisors, Inc2,262$141K<0.01%-22413F-HR/ATimeline
FMR LLCin group FMR LLC2,193$137K<0.01%+59113F-HRTimelineGroup
Farther Finance Advisors, LLC2,114$132K<0.01%-8913F-HRTimeline
LRI Investments, LLC2,085$130K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.1,861$116K0.02%-18713F-HRTimeline
Newton One Investments LLC1,853$115K0.03%-9413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,600$99.6K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.1,377$85.7K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC950$59.1K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC720$44.8K<0.01%013F-HRTimelineGroup
Cherry Tree Wealth Management, LLC714$44.5K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…690$43K<0.01%013F-HRTimelineGroup
Creekmur Asset Management LLC684$42.6K0.01%-22813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…631$39.3K<0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC546$34K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC425$26.5K<0.01%013F-HRTimeline
NewEdge Advisors, LLC417$26K<0.01%013F-HRTimeline
Wealth Watch Advisors, INC414$25.8K0.01%new13F-HRTimeline
FSA Wealth Management LLC400$24.9K0.01%013F-HRTimeline
Global Retirement Partners, LLC304$18.9K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC265$16.5K<0.01%+2813F-HRTimeline
Noble Wealth Management PBC225$14K0.01%13F-HRTimeline
BLAIR WILLIAM & CO/IL179$11.1K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.166$10.3K<0.01%new13F-HRTimeline
TSFG, LLC88$5K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc77$4.82K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC51$3.17K<0.01%new13F-HRTimelineGroup
Golden State Wealth Management, LLC21$1.31K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…2$125<0.01%013F-HRTimeline