Private Trust Company’s WisdomTree True Developed International Fund DOL Stock Holding History

Private Trust Company’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
2025 Q3	–	Sell	-377	Closed	-$22.5K	–	2582
2025 Q2	$22.5K	Buy	+377	New	+$21.7K	﹤0.01%	1518

Other funds holding DOL

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Private Trust Company's DOL Position: Q3 2025 in Review

Private Trust Company sold out of WisdomTree True Developed International Fund (DOL) in Q3 2025, closing a stake of 377 shares — an estimated $22.5K sold.

Private Trust Company first reported a position in DOL in Q2 2025 and held it in 1 quarter. The position peaked at $22.5K in Q2 2025. 104 funds tracked by Wall St. Rank hold DOL as of Q3 2025.

Private Trust Company reported no remaining WisdomTree True Developed International Fund position as of Q3 2025 after selling out during the quarter.
Private Trust Company sold 377 WisdomTree True Developed International Fund shares in Q3 2025, an estimated $22.5K.
Private Trust Company first reported a position in WisdomTree True Developed International Fund in Q2 2025 and held it in 1 quarter.
Private Trust Company's WisdomTree True Developed International Fund position peaked at $22.5K in Q2 2025.
104 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q3 2025.

Based on Private Trust Company's 13F filing for Q3 2025, filed 15 Oct 2025.