CPIG
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Chicago Partners Investment Group’s WisdomTree True Developed International Fund DOL Stock Holding History

Chicago Partners Investment Group’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 		$265K Sell
3,588
-171
-5% -$12.5K 0.01% 1298
2026
Q1 		$270K Buy
3,759
+1
+0% +$70 0.01% 1199
2025
Q4 		$259K Buy
3,758
+1
+0% +$64 0.01% 1110
2025
Q3 		$239K Buy
3,757
+1
+0% +$61 0.01% 1072
2025
Q2 		$230K Sell
3,756
-756
-17% -$43.5K 0.01% 971
2025
Q1 		$261K Sell
4,512
-106
-2% -$5.63K 0.01% 751
2024
Q4 		$230K Buy
4,618
+1
+0% +$51 0.01% 763
2024
Q3 		$240K Buy
4,617
+1
+0% +$52 0.01% 699
2024
Q2 		$239K Buy
4,616
+4
+0.1% +$207 0.01% 659
2024
Q1 		$235K Sell
4,612
-364
-7% -$18.1K 0.01% 644
2023
Q4 		$242K Sell
4,976
-2,058
-29% -$95.8K 0.01% 593
2023
Q3 		$313K Sell
7,034
-830
-11% -$39K 0.02% 501
2023
Q2 		$370K Buy
7,864
+20
+0.3% +$950 0.02% 485
2023
Q1 		$379K Sell
7,844
-11
-0.1% -$511 0.02% 455
2022
Q4 		$370K Sell
7,855
-749
-9% -$31.3K 0.02% 442
2022
Q3 		$351K Buy
8,604
+10
+0.1% +$414 0.03% 408
2022
Q2 		$372K Sell
8,594
-439
-5% -$20.1K 0.03% 392
2022
Q1 		$405K Sell
9,033
-308
-3% -$15.1K 0.03% 359
2021
Q4 		$464K Buy
9,341
+730
+8% +$35.5K 0.03% 357
2021
Q3 		$425K Buy
8,611
+15
+0.2% +$747 0.03% 365
2021
Q2 		$428K Buy
8,596
+17
+0.2% +$845 0.03% 350
2021
Q1 		$422K Buy
8,579
+484
+6% +$22.8K 0.03% 328
2020
Q4 		$382K Sell
8,095
-49
-0.6% -$2.13K 0.04% 323
2020
Q3 		$334K Buy
8,144
+6
+0.1% +$254 0.04% 300
2020
Q2 		$347K Sell
8,138
-1,227
-13% -$47.9K 0.04% 268
2020
Q1 		$355K Sell
9,365
-1,091
-10% -$48.3K 0.05% 229
2019
Q4 		$515K Buy
10,456
+47
+0.5% +$2.23K 0.06% 214
2019
Q3 		$493K Buy
10,409
+616
+6% +$28.2K 0.07% 202
2019
Q2 		$459K Sell
9,793
-105
-1% -$4.91K 0.07% 197
2019
Q1 		$470K Sell
9,898
-366
-4% -$16.6K 0.07% 188
2018
Q4 		$457K Buy
10,264
+5,679
+124% +$256K 0.07% 193
2018
Q3 		$203K Buy
4,585
+2,377
+108% +$115K 0.03% 301
2018
Q2 		$106K Hold
2,208
– – 0.02% 377
2018
Q1 		$110K Sell
2,208
-165
-7% -$8.44K 0.02% 339
2017
Q4 		$120K Sell
2,373
-323
-12% -$16.1K 0.02% 327
2017
Q3 		$134K Buy
2,696
+907
+51% +$44K 0.02% 309
2017
Q2 		$82K Buy
1,789
+697
+64% +$32.8K 0.02% 302
2017
Q1 		$50K Sell
1,092
-16
-1% -$711 0.01% 313
2016
Q4 		$47K Buy
1,108
+54
+5% +$2.29K 0.02% 307
2016
Q3 		$46K Hold
1,054
– – 0.02% 307
2016
Q2 		$44K Hold
1,054
– – 0.02% 262
2016
Q1 		$44K Hold
1,054
– – 0.02% 241
2015
Q4 		$45K Hold
1,054
– – 0.02% 292
2015
Q3 		$45K Sell
1,054
-1,099
-51% -$50.8K 0.03% 234
2015
Q2 		$101K Buy
2,153
+1,054
+96% +$53K 0.05% 189
2015
Q1 		$51K Sell
1,099
-554
-34% -$26.8K 0.02% 219
2014
Q4 		$77K Buy
+1,653
New +$80.1K 0.03% 195

Other funds holding DOL

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Chicago Partners Investment Group's DOL Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its WisdomTree True Developed International Fund (DOL) stake by 4.5% in Q2 2026, selling an estimated $12.5K and leaving 3,588 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #1298.

Chicago Partners Investment Group first reported a position in DOL in Q4 2014 and has held it in 47 quarters since. The position peaked at $515K in Q4 2019. 108 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

  • Chicago Partners Investment Group held 3,588 shares of WisdomTree True Developed International Fund worth $265K as of Q2 2026.
  • Chicago Partners Investment Group sold 171 WisdomTree True Developed International Fund shares in Q2 2026, an estimated $12.5K.
  • WisdomTree True Developed International Fund made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1298 holding.
  • Chicago Partners Investment Group first reported a position in WisdomTree True Developed International Fund in Q4 2014 and has held it in 47 quarters since.
  • Chicago Partners Investment Group's WisdomTree True Developed International Fund position peaked at $515K in Q4 2019.
  • 108 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.