Palatine Hill Wealth Management’s WisdomTree True Developed International Fund DOL Stock Holding History

Palatine Hill Wealth Management’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	$595K	Hold	8,001	–	–	0.48%	29
2026 Q1	$544K	Hold	8,001	–	–	0.47%	27
2025 Q4	$527K	Buy	+8,001	New	+$508K	0.42%	29

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

Palatine Hill Wealth Management's DOL Position: Q2 2026 in Review

Palatine Hill Wealth Management held its WisdomTree True Developed International Fund (DOL) position steady in Q2 2026 at 8,001 shares worth $595K. The position accounts for 0.48% of the portfolio, ranked #29.

Palatine Hill Wealth Management first reported a position in DOL in Q4 2025 and has held it in 3 quarters since. 108 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

Palatine Hill Wealth Management held 8,001 shares of WisdomTree True Developed International Fund worth $595K as of Q2 2026.
Palatine Hill Wealth Management left its WisdomTree True Developed International Fund share count unchanged in Q2 2026.
WisdomTree True Developed International Fund made up 0.48% of Palatine Hill Wealth Management's portfolio in Q2 2026, its #29 holding.
Palatine Hill Wealth Management first reported a position in WisdomTree True Developed International Fund in Q4 2025 and has held it in 3 quarters since.
108 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on Palatine Hill Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.