Avidian Wealth Enterprises’s WisdomTree True Developed International Fund DOL Stock Holding History

Avidian Wealth Enterprises’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	$8.37M	Buy	112,544 +1,619	+1%	+$119K	0.23%	76
2026 Q1	$7.54M	Sell	110,925 -10,868	-9%	-$757K	0.24%	67
2025 Q4	$8.02M	Buy	121,793 +735	+0.6%	+$46.7K	0.29%	56
2025 Q3	$7.54M	Sell	121,058 -390	-0.3%	-$23.8K	0.28%	56
2025 Q2	$7.23M	Buy	121,448 +3,241	+3%	+$186K	0.29%	56
2025 Q1	$6.51M	Buy	118,207 +51	+0%	+$2.71K	0.29%	58
2024 Q4	$5.84M	Sell	118,156 -11,767	-9%	-$605K	0.26%	60
2024 Q3	$7.01M	Sell	129,923 -165	-0.1%	-$8.64K	0.32%	55
2024 Q2	$6.6M	Sell	130,088 -4,250	-3%	-$220K	0.27%	57
2024 Q1	$6.95M	Sell	134,338 -444	-0.3%	-$22.1K	0.34%	47
2023 Q4	$6.64M	Sell	134,782 -10,406	-7%	-$485K	0.41%	47
2023 Q3	$6.62M	Sell	145,188 -14,622	-9%	-$686K	0.47%	43
2023 Q2	$7.54M	Sell	159,810 -58,812	-27%	-$2.79M	0.49%	44
2023 Q1	$10.2M	Buy	218,622 +45,354	+26%	+$2.11M	0.56%	38
2022 Q4	$7.63M	Sell	173,268 -5,220	-3%	-$218K	0.5%	43
2022 Q3	$6.68M	Buy	178,488 +23,433	+15%	+$969K	0.48%	44
2022 Q2	$6.49M	Buy	155,055 +10,621	+7%	+$487K	0.46%	48
2022 Q1	$7.02M	Buy	144,434 +14,716	+11%	+$721K	0.43%	44
2021 Q4	$6.41M	Buy	129,718 +12,911	+11%	+$627K	0.4%	47
2021 Q3	$5.55M	Buy	116,807 +26,644	+30%	+$1.33M	0.42%	42
2021 Q2	$4.45M	Buy	90,163 +11,129	+14%	+$553K	0.34%	49
2021 Q1	$3.74M	Buy	79,034 +13,991	+22%	+$659K	0.32%	53
2020 Q4	$2.99M	Buy	65,043 +3,258	+5%	+$142K	0.28%	57
2020 Q3	$2.55M	Sell	61,785 -3,755	-6%	-$159K	0.29%	57
2020 Q2	$2.67M	Sell	65,540 -1,617	-2%	-$63.2K	0.36%	48
2020 Q1	$2.48M	Buy	67,157 +2,637	+4%	+$117K	0.4%	38
2019 Q4	$3.16M	Buy	64,520 +8,918	+16%	+$423K	0.45%	35
2019 Q3	$2.56M	Buy	+55,602	New	+$2.55M	0.42%	32

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

Avidian Wealth Enterprises's DOL Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its WisdomTree True Developed International Fund (DOL) stake by 1.5% in Q2 2026, buying an estimated $119K and bringing the position to 112,544 shares worth $8.37M. The position accounts for 0.23% of the portfolio, ranked #76.

Avidian Wealth Enterprises first reported a position in DOL in Q3 2019 and has held it in 28 quarters since. The position peaked at $10.2M in Q1 2023. 108 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

Avidian Wealth Enterprises held 112,544 shares of WisdomTree True Developed International Fund worth $8.37M as of Q2 2026.
Avidian Wealth Enterprises bought 1,619 WisdomTree True Developed International Fund shares in Q2 2026, an estimated $119K.
WisdomTree True Developed International Fund made up 0.23% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #76 holding.
Avidian Wealth Enterprises first reported a position in WisdomTree True Developed International Fund in Q3 2019 and has held it in 28 quarters since.
Avidian Wealth Enterprises's WisdomTree True Developed International Fund position peaked at $10.2M in Q1 2023.
108 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.