Atria Investments’s WisdomTree True Developed International Fund DOL Stock Holding History

Atria Investments’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	$1.04M	Sell	13,937 -11,105	-44%	-$813K	0.01%	1096
2026 Q1	$1.7M	Sell	25,042 -18,652	-43%	-$1.3M	0.02%	785
2025 Q4	$2.88M	Sell	43,694 -17,583	-29%	-$1.12M	0.03%	580
2025 Q3	$3.81M	Buy	61,277 +1,292	+2%	+$78.8K	0.04%	476
2025 Q2	$3.57M	Buy	59,985 +23,279	+63%	+$1.34M	0.04%	505
2025 Q1	$2.02M	Buy	36,706 +4,351	+13%	+$231K	0.03%	696
2024 Q4	$1.6M	Buy	32,355 +19,992	+162%	+$1.03M	0.02%	777
2024 Q3	$667K	Sell	12,363 -1,081	-8%	-$56.6K	0.01%	1184
2024 Q2	$682K	Buy	+13,444	New	+$695K	0.01%	1143
2020 Q1	–	Sell	-5,217	Closed	-$256K	–	697
2019 Q4	$256K	Buy	+5,217	New	+$248K	0.01%	1036

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

Atria Investments's DOL Position: Q2 2026 in Review

Atria Investments reduced its WisdomTree True Developed International Fund (DOL) stake by 44% in Q2 2026, selling an estimated $813K and leaving 13,937 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #1096.

Atria Investments first reported a position in DOL in Q4 2019 and has held it in 10 quarters since. The position peaked at $3.81M in Q3 2025. 108 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

Atria Investments held 13,937 shares of WisdomTree True Developed International Fund worth $1.04M as of Q2 2026.
Atria Investments sold 11,105 WisdomTree True Developed International Fund shares in Q2 2026, an estimated $813K.
WisdomTree True Developed International Fund made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1096 holding.
Atria Investments first reported a position in WisdomTree True Developed International Fund in Q4 2019 and has held it in 10 quarters since.
Atria Investments's WisdomTree True Developed International Fund position peaked at $3.81M in Q3 2025.
108 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.