WWM
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Western Wealth Management’s WisdomTree True Developed International Fund DOL Stock Holding History

Western 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
Q1 		$1.98M Buy
29,089
+8,379
+40% +$583K 0.08% 284
2025
Q4 		$1.36M Buy
20,710
+6,614
+47% +$420K 0.06% 286
2025
Q3 		$878K Buy
+14,096
New +$860K 0.05% 328

Other funds holding DOL

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BW
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Western Wealth Management's DOL Position: Q1 2026 in Review

Western Wealth Management increased its WisdomTree True Developed International Fund (DOL) stake by 40% in Q1 2026, buying an estimated $583K and bringing the position to 29,089 shares worth $1.98M. The position accounts for 0.08% of the portfolio, ranked #284.

Western Wealth Management first reported a position in DOL in Q3 2025 and has held it in 3 quarters since. 109 funds tracked by Wall St. Rank hold DOL as of Q1 2026.

  • Western Wealth Management held 29,089 shares of WisdomTree True Developed International Fund worth $1.98M as of Q1 2026.
  • Western Wealth Management bought 8,379 WisdomTree True Developed International Fund shares in Q1 2026, an estimated $583K.
  • WisdomTree True Developed International Fund made up 0.08% of Western Wealth Management's portfolio in Q1 2026, its #284 holding.
  • Western Wealth Management first reported a position in WisdomTree True Developed International Fund in Q3 2025 and has held it in 3 quarters since.
  • 109 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.