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Disclosery

DOL WISDOMTREE TR

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TRUE DEV INTL FD (fund)

107 managers (109 13F filers) reported a position in DOL shares at 2026-03-31, 7,694,977 shares in all. 12 filers opened a position and 6 filers sold out during the quarter.

Managers
107
13F filers
109
New
12
Added
39
Reduced
28
Sold out
6
Shares held by filers
7,694,977

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 Planning2,696,930$183M0.12%+33,20413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,085,063$73.8M<0.01%+60,80413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO363,593$24M<0.01%-7,98013F-HR/ATimelineGroup
Key Financial Inc321,335$21.8M3.89%+1,11913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA311,412$21.2M<0.01%-18,95213F-HRTimelineGroup
BIP Wealth, LLC292,888$19.9M0.81%-18,10113F-HRTimeline
Cascade Financial Partners, LLC269,551$18.3M1.89%+26,79013F-HRTimeline
LPL Financial LLC238,711$16.2M<0.01%+1,58713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/206,333$14M<0.01%+7,11913F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp129,068$8.77M0.03%+5313F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC125,485$8.53M0.01%+5,60113F-HRTimeline
Avidian Wealth Enterprises, LLC110,925$7.54M0.24%-10,86813F-HRTimeline
Evernest Financial Advisors, LLC92,400$6.62M1.38%-52513F-HRTimeline
Powers Advisory Group, LLC83,638$5.69M2.01%-65013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC80,780$5.49M0.01%+48,83213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.80,412$5.47M0.01%-2,52913F-HRTimelineGroup
UBS Group AGin group UBS Group AG76,759$5.22M<0.01%+7,15913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN75,005$5.1M<0.01%+17,52213F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…67,060$4.56M<0.01%+2,22513F-HRTimelineGroup
Cetera Investment Advisers62,251$4.23M<0.01%-24,42713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC58,717$3.99M<0.01%+15,82913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…56,465$3.84M0.01%+9,76913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC52,282$3.55M0.01%-22,97213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding50,328$3.42M-29,168Timeline
First Heartland Consultants, Inc.45,544$3.1M0.24%-28,09113F-HRTimeline
Gladstone Institutional Advisory LLC42,972$2.92M0.11%-1,07813F-HRTimeline
Mariner, LLCin group Mariner, LLC30,052$2.04M<0.01%-4,64913F-HRTimelineGroup
Waverly Advisors, LLC29,694$2.02M0.02%-42713F-HRTimeline
Western Wealth Management, LLC29,089$1.98M0.08%+8,37913F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC28,657$1.95M<0.01%-74613F-HRTimelineGroup
CWM, LLCin group CWM, LLC28,018$1.9M0.01%-2,02713F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC25,621$1.74M0.1%+21013F-HRTimeline
Atria Investments, Inc25,042$1.7M0.02%-18,65213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC23,918$1.63M<0.01%+2,73613F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.23,634$1.61M<0.01%+16,26313F-HRTimelineGroup
HOWE & RUSLING INC18,275$1.24M0.08%+3,04613F-HRTimeline
FLOW TRADERS U.S. LLC15,427$1.05M0.03%new13F-HRTimeline
Private Advisor Group, LLC15,071$1.02M<0.01%+62013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding14,940$1.02M+8,417Timeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,714$1M<0.01%new13F-HRTimelineGroup
Strategic Financial Concepts, LLC12,203$830K0.2%+9713F-HRTimeline
Evanson Asset Management, LLC11,637$791K0.04%+1013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP11,627$790K<0.01%013F-HRTimelineGroup
Institute for Wealth Management, LLC.11,004$748K0.08%-10313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,640$723K<0.01%+9,87313F-HRTimeline
CoreCap Advisors, LLC10,471$712K0.02%-713F-HRTimeline
Stonebridge Financial Group, LLC9,325$634K0.05%013F-HRTimeline
Herold Advisors, Inc.9,016$613K0.13%+17413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth8,986$611K<0.01%-1,17013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,698$591K<0.01%+22213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,550$562K<0.01%+1313F-HRTimelineGroup
Palatine Hill Wealth Management, LLC8,001$544K0.47%013F-HRTimeline
Aptus Capital Advisors, LLC8,000$544K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC8,000$544K<0.01%new13F-HRTimeline
HighTower Advisors, LLC7,989$543K<0.01%-10413F-HRTimeline
Meridian Financial Partners LLC7,745$536K0.2%013F-HRTimeline
TopTier Wealth Management, LLC7,695$523K0.32%+813F-HRTimeline
Geneos Wealth Management Inc.7,669$521K0.01%-17013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,544$513K<0.01%-29,85913F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,472$508K<0.01%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,106$483K0.01%+1,44213F-HRTimelineGroup
VANCE WEALTH, LLC6,150$418K0.12%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,064$416K<0.01%-5,09713F-HRTimeline
MCF Advisors LLC5,885$400K0.02%013F-HRTimeline
NewEdge Advisors, LLC5,732$390K<0.01%013F-HR/ATimeline
Apella Capital, LLC5,203$379K0.01%new13F-HRTimeline
Altrius Capital Management Inc5,374$365K0.07%-90513F-HRTimeline
Discipline Wealth Solutions, LLC5,246$357K0.04%013F-HRTimeline
JNBA Financial Advisors4,806$327K0.03%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,656$317K<0.01%+1013F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,488$305K0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC4,243$288K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC4,230$288K0.16%013F-HRTimeline
Hubbell Strickland Wealth Management, L…4,053$276K0.11%+1213F-HRTimeline
Farther Finance Advisors, LLC3,981$275K<0.01%+1,95113F-HRTimeline
Chicago Partners Investment Group LLC3,759$270K0.01%+113F-HRTimeline
FMR LLCin group FMR LLC3,431$233K<0.01%+1,22613F-HRTimelineGroup
Janney Montgomery Scott LLC3,308$225K<0.01%+213F-HRTimeline
United Advisor Group, LLC3,232$220K0.03%new13F-HRTimeline
Relyea Zuckerberg Hanson LLC3,104$211K0.02%+113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,939$200K<0.01%-10013F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC2,428$165K0.01%+813F-HRTimeline
LRI Investments, LLC2,085$142K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.1,877$128K0.02%+513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,600$109K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc1,585$108K<0.01%-68713F-HRTimeline
Blue Trust, Inc.1,377$93.6K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC950$64.6K<0.01%013F-HR/ATimeline
Ancora Advisors LLCin group Ancora Advisors LLC720$49K<0.01%013F-HRTimelineGroup
Cherry Tree Wealth Management, LLC714$48.5K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…632$43K<0.01%013F-HRTimelineGroup
Newton One Investments LLC631$42.9K0.01%-1,22213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\460$31.3K<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC425$28.9K<0.01%013F-HRTimeline
Allworth Financial LP400$27.2K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV310$21.1K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.300$20.6K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC265$18K<0.01%013F-HRTimeline
Noble Wealth Management PBC225$15.3K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL179$12.2K<0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…173$11.8K<0.01%new13F-HRTimelineGroup
TSFG, LLC88$6K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc78$5.31K<0.01%013F-HRTimeline
Destiny Wealth Partners, LLC76$5.17K<0.01%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC51$3.47K<0.01%13F-HRTimelineGroup
Triumph Capital Management25$1.7K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…2$136<0.01%013F-HRTimeline