Altrius Capital Management’s WisdomTree True Developed International Fund DOL Stock Holding History

Altrius Capital Management’s Portfolio DOL Stock Details DOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$393K	Sell	5,289 -85	-2%	-$6.22K	0.07%	81
2026 Q1	$365K	Sell	5,374 -905	-14%	-$63K	0.07%	80
2025 Q4	$413K	Sell	6,279 -18	-0.3%	-$1.14K	0.09%	80
2025 Q3	$392K	Sell	6,297 -11,083	-64%	-$676K	0.09%	78
2025 Q2	$1.04M	Sell	17,380 -107	-0.6%	-$6.15K	0.24%	70
2025 Q1	$963K	Buy	17,487 +306	+2%	+$16.3K	0.23%	70
2024 Q4	$849K	Buy	17,181 +68	+0.4%	+$3.49K	0.23%	72
2024 Q3	$924K	Buy	17,113 +23	+0.1%	+$1.2K	0.23%	71
2024 Q2	$867K	Buy	17,090 +850	+5%	+$43.9K	0.23%	72
2024 Q1	$840K	Sell	16,240 -570	-3%	-$28.4K	0.21%	73
2023 Q4	$828K	Sell	16,810 -435	-3%	-$20.3K	0.23%	72
2023 Q3	$787K	Sell	17,245 -2,249	-12%	-$106K	0.23%	73
2023 Q2	$920K	Sell	19,494 -1,189	-6%	-$56.5K	0.27%	72
2023 Q1	$966K	Sell	20,683 -4,428	-18%	-$206K	0.3%	71
2022 Q4	$1.11M	Buy	25,111 +2,638	+12%	+$110K	0.35%	74
2022 Q3	$840K	Sell	22,473 -2,777	-11%	-$115K	0.32%	74
2022 Q2	$1.06M	Buy	+25,250	New	+$1.16M	0.34%	74

Other funds holding DOL

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CFP

Cascade Financial Partners San Diego, California $1.15B AUM 33.6% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Altrius Capital Management's DOL Position: Q2 2026 in Review

Altrius Capital Management reduced its WisdomTree True Developed International Fund (DOL) stake by 1.6% in Q2 2026, selling an estimated $6.22K and leaving 5,289 shares worth $393K. The position accounts for 0.07% of the portfolio, ranked #81.

Altrius Capital Management first reported a position in DOL in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.11M in Q4 2022. 108 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

Altrius Capital Management held 5,289 shares of WisdomTree True Developed International Fund worth $393K as of Q2 2026.
Altrius Capital Management sold 85 WisdomTree True Developed International Fund shares in Q2 2026, an estimated $6.22K.
WisdomTree True Developed International Fund made up 0.07% of Altrius Capital Management's portfolio in Q2 2026, its #81 holding.
Altrius Capital Management first reported a position in WisdomTree True Developed International Fund in Q2 2022 and has held it in 17 quarters since.
Altrius Capital Management's WisdomTree True Developed International Fund position peaked at $1.11M in Q4 2022.
108 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on Altrius Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.