Corient Private Wealth’s WisdomTree True Developed International Fund DOL Stock Holding History

Corient Private Wealth’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	$865K	Hold	11,627	–	–	﹤0.01%	1900
2026 Q1	$790K	Hold	11,627	–	–	﹤0.01%	1779
2025 Q4	$766K	Buy	+11,627	New	+$739K	﹤0.01%	1640
2025 Q3	–	Sell	-11,627	Closed	-$693K	–	2591
2025 Q2	$693K	Hold	11,627	–	–	﹤0.01%	1535
2025 Q1	$640K	Sell	11,627 -160	-1%	-$8.51K	﹤0.01%	1480
2024 Q4	$583K	Buy	11,787 +160	+1%	+$8.22K	﹤0.01%	1533
2024 Q3	$627K	Sell	11,627 -176	-1%	-$9.21K	﹤0.01%	1618
2024 Q2	$599K	Sell	11,803 -124	-1%	-$6.41K	﹤0.01%	1548
2024 Q1	$617K	Hold	11,927	–	–	﹤0.01%	1519
2023 Q4	$587K	Hold	11,927	–	–	﹤0.01%	1531
2023 Q3	$544K	Buy	11,927 +300	+3%	+$14.1K	﹤0.01%	1447
2023 Q2	$548K	Buy	+11,627	New	+$552K	﹤0.01%	1411

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

Corient Private Wealth's DOL Position: Q2 2026 in Review

Corient Private Wealth held its WisdomTree True Developed International Fund (DOL) position steady in Q2 2026 at 11,627 shares worth $865K. The position accounts for ﹤0.01% of the portfolio, ranked #1900.

Corient Private Wealth first reported a position in DOL in Q2 2023 and has held it in 12 quarters since. 108 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

Corient Private Wealth held 11,627 shares of WisdomTree True Developed International Fund worth $865K as of Q2 2026.
Corient Private Wealth left its WisdomTree True Developed International Fund share count unchanged in Q2 2026.
WisdomTree True Developed International Fund made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1900 holding.
Corient Private Wealth first reported a position in WisdomTree True Developed International Fund in Q2 2023 and has held it in 12 quarters since.
108 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.