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Disclosery

DOL WISDOMTREE TR

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TRUE DEV INTL FD (fund)

103 managers (104 13F filers) reported a position in DOL shares at 2025-12-31, 7,609,224 shares in all. 11 filers opened a position and 10 filers sold out during the quarter.

Managers
103
13F filers
104
New
11
Added
42
Reduced
25
Sold out
10
Shares held by filers
7,609,224

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 Planning2,663,726$175M0.13%-19,45313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,024,259$67.4M<0.01%+34,23713F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO371,573$24.5M<0.01%+2,98313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA330,364$21.8M<0.01%-87913F-HRTimelineGroup
Key Financial Inc320,216$21.1M3.85%-1,54013F-HRTimeline
BIP Wealth, LLC310,989$20.5M0.72%+2,45813F-HRTimeline
Cascade Financial Partners, LLC242,761$16M1.62%+19,03813F-HRTimeline
LPL Financial LLC237,124$15.6M<0.01%+18,68813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/199,214$13.1M<0.01%-4,56613F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp129,015$8.5M0.03%-29,96213F-HR/ATimelineGroup
Avidian Wealth Enterprises, LLC121,793$8.02M0.29%+73513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC119,884$7.89M0.01%-12913F-HRTimeline
Evernest Financial Advisors, LLC92,925$6.72M1.41%-34313F-HRTimeline
Cetera Investment Advisers86,678$5.71M0.01%-12,79913F-HRTimeline
Powers Advisory Group, LLC84,288$5.55M2.09%+30313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.82,941$5.46M0.01%-4,60613F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC79,496$5.23M0.02%-7,60213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC75,254$4.96M0.01%+5,00113F-HRTimeline
First Heartland Consultants, Inc.73,635$4.85M0.37%-18,20513F-HRTimeline
UBS Group AGin group UBS Group AG69,600$4.58M<0.01%+8,77013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…64,835$4.27M<0.01%-56,58013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN57,483$3.79M<0.01%+2,78013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…46,696$3.07M0.01%+2,99113F-HR/ATimelineGroup
Gladstone Institutional Advisory LLC44,050$2.9M0.11%+1,60213F-HRTimeline
Atria Investments, Inc43,694$2.88M0.03%-17,58313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC42,888$2.82M<0.01%+14,75713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC37,403$2.46M<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC34,701$2.29M<0.01%-1,38113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC31,948$2.1M<0.01%-18,48413F-HRTimelineGroup
Waverly Advisors, LLC30,121$1.98M0.02%-1,05613F-HRTimeline
CWM, LLCin group CWM, LLC30,045$1.98M0.01%+27713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC29,403$1.94M<0.01%+31213F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC25,411$1.67M0.09%+2,76413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC21,182$1.39M<0.01%+13,59413F-HRTimelineGroup
Western Wealth Management, LLC20,710$1.36M0.06%+6,61413F-HRTimeline
HOWE & RUSLING INC15,229$1M0.07%+12713F-HRTimeline
Private Advisor Group, LLC14,451$952K<0.01%-1,84713F-HRTimeline
Strategic Financial Concepts, LLC12,106$797K0.73%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP11,627$766K<0.01%new13F-HR/ATimelineGroup
Evanson Asset Management, LLC11,627$766K0.04%+1813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,161$751K<0.01%+32613F-HRTimeline
Institute for Wealth Management, LLC.11,107$731K0.08%-27013F-HRTimeline
CoreCap Advisors, LLC10,478$690K0.02%+8213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth10,156$669K<0.01%+1,78213F-HRTimelineGroup
Stonebridge Financial Group, LLC9,325$614K0.05%013F-HRTimeline
Herold Advisors, Inc.8,842$582K0.13%+4,66113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,537$562K<0.01%+80613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,476$558K<0.01%-9613F-HRTimelineGroup
HighTower Advisors, LLC8,093$533K<0.01%-26413F-HRTimeline
Meridian Financial Partners LLC7,745$527K0.21%+10013F-HRTimeline
Palatine Hill Wealth Management, LLC8,001$527K0.42%13F-HRTimeline
Aptus Capital Advisors, LLC8,000$527K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.7,839$516K0.01%+30213F-HRTimeline
COMERICA BANK7,839$516K<0.01%-58213F-HRTimeline
TopTier Wealth Management, LLC7,687$506K0.34%13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.7,371$485K<0.01%new13F-HRTimelineGroup
IFG Advisory, LLC6,978$460K0.02%013F-HRTimeline
Cambridge Investment Research Advisors,…6,746$444K<0.01%+39913F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding6,523$430K+3,116Timeline
Altrius Capital Management Inc6,279$413K0.09%-1813F-HRTimeline
VANCE WEALTH, LLC6,150$405K0.12%013F-HR/ATimeline
MCF Advisors LLC5,885$388K0.02%013F-HRTimeline
NewEdge Advisors, LLC5,732$377K<0.01%+5,31513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,664$373K<0.01%+29713F-HRTimelineGroup
Discipline Wealth Solutions, LLC5,246$345K0.06%013F-HRTimeline
JNBA Financial Advisors4,806$316K0.03%013F-HRTimeline
Advyzon Investment Management, LLC4,675$308K0.04%+16013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,646$306K<0.01%+1813F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,488$296K0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC4,243$279K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC4,230$279K0.16%013F-HRTimeline
Hubbell Strickland Wealth Management, L…4,041$266K0.11%+2413F-HRTimeline
Chicago Partners Investment Group LLC3,758$259K0.01%+113F-HRTimeline
COURIER CAPITAL LLC3,336$220K0.01%+613F-HRTimeline
Janney Montgomery Scott LLC3,306$218K<0.01%+313F-HRTimeline
Relyea Zuckerberg Hanson LLC3,103$204K0.02%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,039$200K<0.01%new13F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC2,420$159K0.01%+1413F-HRTimeline
IFP Advisors, Inc2,272$150K<0.01%+1013F-HRTimeline
FMR LLCin group FMR LLC2,205$145K<0.01%+1213F-HRTimelineGroup
LRI Investments, LLC2,085$137K0.01%013F-HRTimeline
Farther Finance Advisors, LLC2,030$134K<0.01%-8413F-HRTimeline
SOA Wealth Advisors, LLC.1,872$123K0.02%+1113F-HRTimeline
Newton One Investments LLC1,853$122K0.04%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,600$105K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.1,377$90.7K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC950$62.6K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC767$50.5K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC720$47.4K<0.01%013F-HRTimelineGroup
Cherry Tree Wealth Management, LLC714$47K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…632$41.6K<0.01%-5813F-HRTimelineGroup
SIGNATUREFD, LLC425$28K<0.01%013F-HRTimeline
Wealth Watch Advisors, INC408$26.9K0.01%-613F-HRTimeline
Allworth Financial LP400$26.3K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV310$20.4K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC305$20.1K<0.01%+113F-HRTimeline
Founders Financial Alliance, LLC265$17.5K<0.01%013F-HRTimeline
Noble Wealth Management PBC225$14.8K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL179$11.8K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.166$10.9K<0.01%013F-HRTimeline
TSFG, LLC88$6K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc78$5.13K<0.01%+113F-HRTimeline
Steward Partners Investment Advisory, L…2$132<0.01%013F-HRTimeline