DOL institutional holders

WisdomTree True Developed International Fund · 113 reporting institutions · $636.4M reported value

Funds that can replace DOL · DOL return decomposition

Institutional holdings

Institutions reporting DOL, largest first
InstitutionReported positionAdvisors at firmReport period
Creative Planning$199.9M1,1712026-06-30
Morgan Stanley$83.1M23,1852026-06-30
Huntington National Bank$63.4M02026-06-30
Jpmorgan Chase & Co$27.4M02026-06-30
Cascade Financial Partners, LLC$22.9M72026-06-30
Key Financial, Inc.$22.8M82026-06-30
Royal Bank of Canada$22.8M02026-06-30
Bip Wealth, LLC$22.5M622026-06-30
Lpl Financial LLC$18.8M23,4582026-06-30
Bank of America Corp /de$15M02026-06-30
M&T Bank Corp$9.6M02026-06-30
Commonwealth Equity Services, LLC$9.3M2,8632026-06-30
Avidian Wealth Enterprises, LLC$8.4M432026-06-30
Evernest Financial Advisors, LLC$6.8M02026-06-30
Powers Advisory Group, LLC$6M42026-06-30
Wells Fargo & Company/mn$5.9M02026-06-30
UBS Group AG$5.9M02026-06-30
MML Investors Services, LLC$5.7M5,1202026-06-30
Osaic Holdings, Inc.$5.5M02026-06-30
Raymond James Financial Inc$5M02026-06-30
Northwestern Mutual Wealth Management Co$4.8M02026-06-30
Cetera Investment Advisers$4.5M10,3702026-06-30
Rockefeller Capital Management LP$4.1M3462026-06-30
Ameriprise Financial Inc$3.6M02026-06-30
Gladstone Institutional Advisory LLC$3.2M1082026-06-30
Kestra Private Wealth Services, LLC$2.3M2062026-06-30
Western Wealth Management, LLC$2.3M1122026-06-30
Envestnet Pmc$2.2M602026-06-30
Waverly Advisors, LLC$2.2M2312026-06-30
First Heartland Consultants, Inc.$2.2M992026-06-30
Jane Street Group, LLC$2.1M02026-06-30
Jfs Wealth Advisors, LLC$2M332026-06-30
Blackrock, Inc.$1.9M02026-06-30
Cwm, LLC$1.9M6672026-03-31
Mariner, LLC$1.9M02026-06-30
Howe & Rusling Inc$1.4M102026-06-30
Kestra Advisory Services, LLC$1.2M1,4792026-06-30
Private Advisor Group, LLC$1.1M9272026-06-30
Atria Investments, Inc$1M62026-06-30
Susquehanna International Group, LLP$888.3K02026-06-30
Evanson Financial, LLC$868.5K42026-06-30
Corient Private Wealth LP$864.6K6742026-06-30
Fifth Third Bancorp$857.5K02026-06-30
Institute for Wealth Management, Llc.$816.5K132026-06-30
Evanson Asset Management, LLC$791.1K02026-03-31
Herold Advisors, Inc.$786K132026-06-30
Corecap Advisors, LLC$773K1182026-06-30
Stonebridge Financial Group, LLC$693.4K252026-06-30
Stifel Financial Corp$672.8K02026-06-30
Focus Partners Wealth$667K1,0482026-06-30
Geneos Wealth Management, Inc.$661.2K1932026-06-30
Jones Financial Companies LLLP$611.1K02026-06-30
Palatine Hill Wealth Management$595K42026-06-30
Aptus Capital Advisors, LLC$594.9K212026-06-30
Integrated Wealth Concepts LLC$594.9K4802026-06-30
Toptier Wealth Management, LLC$574.8K22026-06-30
Hightower Advisors, LLC$569.9K1,0462026-06-30
Stratos Wealth Partners, Ltd.$550.7K3862026-06-30
Meridian Financial Partners LLC$531.4K52026-06-30
Comerica Bank$516.2K02025-12-31
Vance Wealth$457.3K132026-06-30
Wealth Enhancement Advisory Services, LLC$437.9K1,0262026-06-30
Mcf Advisors LLC$437.7K332026-06-30
Ifg Advisory, LLC$416.7K1102026-06-30
Altrius Capital Management Inc$393.3K02026-06-30
Pbmares Wealth Management LLC$392.2K12025-09-30
Apella Capital, LLC$390.1K1042026-06-30
Discipline Wealth Solutions, Inc.$390.1K192026-06-30
Mai Capital Management$374.6K3082026-06-30
Jnba Financial Advisors$357.4K302026-06-30
Cerity Partners LLC$349.4K7772026-06-30
Level Four Advisory Services$333.7K1412026-06-30
Clearstead; Clearstead Advisory Solutions$315.5K642026-06-30
Frazier Financial Advisors, LLC$314.6K112026-06-30
Hubbell Strickland Wealth Management, LLC$305.5K32026-06-30
United Advisor Group, LLC$280.4K582026-06-30
Fmr LLC$268.6K02026-06-30
Chicago Partners Investment Group LLC$265.1K572026-06-30
Fifth Third Securities, Inc.$253.8K1,0142026-06-30
Relyea Zuckerberg Hanson LLC$230.9K72026-06-30
National Bank of Canada /fi$218.3K02026-06-30
Sound Stewardship, LLC$204.8K92026-06-30
Lantz Financial LLC$200.7K72026-06-30
Savant Wealth Management$200.5K4052026-06-30
Cardiff Park Advisors, LLC$183K12026-06-30
Farther Finance Advisors, LLC$161.5K3342026-06-30
Lri Investments, LLC$155.1K252026-06-30
Soa Wealth Advisors, Llc.$141.5K102026-06-30
US Bancorp$134.3K02026-06-30
Assetmark, Inc$119K2202026-06-30
Blue Trust, Inc.$102.4K02026-06-30
Ifp Advisors, Inc$91.8K3182026-06-30
O'Shaughnessy Asset Management, LLC$69.6K582026-06-30
Cherry Tree Wealth Management, LLC$48.5K92026-03-31
Ameritas Advisory Services, LLC$48K5502026-06-30
PNC Financial Services Group, Inc.$47K02026-06-30
Newton One Investments LLC$46.9K32026-06-30
Point Nemo Capital, LLC$32.6K22026-06-30
Signaturefd, LLC$31.6K492026-06-30
Newedge Advisors$28.8K6012026-06-30
Fsa Wealth Management LLC$24.9K02025-09-30
Creative Financial Designs Inc /adv$23.1K02026-06-30
Global Retirement Partners LLC$22.8K4912026-06-30
Founders Financial Alliance, LLC$19.7K322026-06-30
Blair William & Co/il$13.3K3292026-06-30
Advisornet Wealth Partners$5.9K582026-06-30
Vanguard Advisers Inc$3.8K2,4692026-06-30
Harborfront Financial Group LLC$3.1K42026-06-30
Triumph Capital Management$1.9K142026-06-30
Flow Traders U.S. LLC$91302026-06-30
Hrt Financial LP$41602026-06-30
Janney Montgomery Scott LLC$2431,3422026-06-30
Tsfg, LLC$762026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30