HighTower Advisors’s WisdomTree True Developed International Fund DOL Stock Holding History

HighTower Advisors’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	$570K	Sell	7,664 -325	-4%	-$23.8K	﹤0.01%	2624
2026 Q1	$543K	Sell	7,989 -104	-1%	-$7.24K	﹤0.01%	2646
2025 Q4	$533K	Sell	8,093 -264	-3%	-$16.8K	﹤0.01%	2563
2025 Q3	$520K	Sell	8,357 -832	-9%	-$50.7K	﹤0.01%	2587
2025 Q2	$547K	Buy	9,189 +158	+2%	+$9.08K	﹤0.01%	2445
2025 Q1	$497K	Sell	9,031 -2,358	-21%	-$125K	﹤0.01%	2464
2024 Q4	$563K	Sell	11,389 -1,438	-11%	-$73.9K	﹤0.01%	2381
2024 Q3	$689K	Sell	12,827 -929	-7%	-$48.6K	﹤0.01%	2168
2024 Q2	$698K	Sell	13,756 -2,203	-14%	-$114K	﹤0.01%	2080
2024 Q1	$825K	Sell	15,959 -60	-0.4%	-$2.99K	﹤0.01%	1928
2023 Q4	$791K	Sell	16,019 -78,888	-83%	-$3.67M	﹤0.01%	1981
2023 Q3	$4.33M	Buy	94,907 +71,644	+308%	+$3.36M	0.01%	992
2023 Q2	$1.09M	Buy	23,263 +11,965	+106%	+$568K	﹤0.01%	1705
2023 Q1	$528K	Sell	11,298 -24	-0.2%	-$1.11K	﹤0.01%	2068
2022 Q4	$498K	Sell	11,322 -3,715	-25%	-$155K	﹤0.01%	2128
2022 Q3	$564K	Sell	15,037 -7,836	-34%	-$324K	﹤0.01%	1939
2022 Q2	$955K	Sell	22,873 -1,632	-7%	-$74.9K	﹤0.01%	1664
2022 Q1	$1.19M	Sell	24,505 -260	-1%	-$12.7K	﹤0.01%	1654
2021 Q4	$1.23M	Sell	24,765 -2,596	-9%	-$126K	﹤0.01%	1658
2021 Q3	$1.3M	Sell	27,361 -821	-3%	-$40.9K	﹤0.01%	1515
2021 Q2	$1.39M	Sell	28,182 -2,135	-7%	-$106K	﹤0.01%	1451
2021 Q1	$1.44M	Buy	+30,317	New	+$1.43M	﹤0.01%	1344
2018 Q3	–	Sell	-5,414	Closed	-$256K	–	2321
2018 Q2	$256K	Buy	5,414 +509	+10%	+$25.5K	﹤0.01%	1776
2018 Q1	$243K	Buy	4,905 +279	+6%	+$14.3K	﹤0.01%	1775
2017 Q4	$233K	Sell	4,626 -609	-12%	-$30.4K	﹤0.01%	1832
2017 Q3	$259K	Buy	+5,235	New	+$254K	﹤0.01%	1763
2016 Q2	–	Sell	-5,040	Closed	-$210K	–	1834
2016 Q1	$210K	Sell	5,040 -8,560	-63%	-$348K	﹤0.01%	1784
2015 Q4	$588K	Buy	+13,600	New	+$606K	0.01%	1237
2015 Q1	–	Sell	-6,231	Closed	-$291K	–	1635
2014 Q4	$291K	Buy	+6,231	New	+$302K	﹤0.01%	1244

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

HighTower Advisors's DOL Position: Q2 2026 in Review

HighTower Advisors reduced its WisdomTree True Developed International Fund (DOL) stake by 4.1% in Q2 2026, selling an estimated $23.8K and leaving 7,664 shares worth $570K. The position accounts for ﹤0.01% of the portfolio, ranked #2624.

HighTower Advisors first reported a position in DOL in Q4 2014 and has held it in 29 quarters since. The position peaked at $4.33M in Q3 2023. 108 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

HighTower Advisors held 7,664 shares of WisdomTree True Developed International Fund worth $570K as of Q2 2026.
HighTower Advisors sold 325 WisdomTree True Developed International Fund shares in Q2 2026, an estimated $23.8K.
WisdomTree True Developed International Fund made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2624 holding.
HighTower Advisors first reported a position in WisdomTree True Developed International Fund in Q4 2014 and has held it in 29 quarters since.
HighTower Advisors's WisdomTree True Developed International Fund position peaked at $4.33M in Q3 2023.
108 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.