AWE
DOL icon

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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
CFP
Cascade Financial Partners San Diego, California $970M AUM 19.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avidian Wealth Enterprises's DOL Position: Q1 2026 in Review

Avidian Wealth Enterprises reduced its WisdomTree True Developed International Fund (DOL) stake by 8.9% in Q1 2026, selling an estimated $757K and leaving 110,925 shares worth $7.54M. The position accounts for 0.24% of the portfolio, ranked #67.

Avidian Wealth Enterprises first reported a position in DOL in Q3 2019 and has held it in 27 quarters since. The position peaked at $10.2M in Q1 2023. 109 funds tracked by Wall St. Rank hold DOL as of Q1 2026.

  • Avidian Wealth Enterprises held 110,925 shares of WisdomTree True Developed International Fund worth $7.54M as of Q1 2026.
  • Avidian Wealth Enterprises sold 10,868 WisdomTree True Developed International Fund shares in Q1 2026, an estimated $757K.
  • WisdomTree True Developed International Fund made up 0.24% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #67 holding.
  • Avidian Wealth Enterprises first reported a position in WisdomTree True Developed International Fund in Q3 2019 and has held it in 27 quarters since.
  • Avidian Wealth Enterprises's WisdomTree True Developed International Fund position peaked at $10.2M in Q1 2023.
  • 109 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.