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 Q2	$2.33M	Buy	31,348 +2,259	+8%	+$165K	0.08%	272
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 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

Western Wealth Management's DOL Position: Q2 2026 in Review

Western Wealth Management increased its WisdomTree True Developed International Fund (DOL) stake by 7.8% in Q2 2026, buying an estimated $165K and bringing the position to 31,348 shares worth $2.33M. The position accounts for 0.08% of the portfolio, ranked #272.

Western Wealth Management first reported a position in DOL in Q3 2025 and has held it in 4 quarters since. 108 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

Western Wealth Management held 31,348 shares of WisdomTree True Developed International Fund worth $2.33M as of Q2 2026.
Western Wealth Management bought 2,259 WisdomTree True Developed International Fund shares in Q2 2026, an estimated $165K.
WisdomTree True Developed International Fund made up 0.08% of Western Wealth Management's portfolio in Q2 2026, its #272 holding.
Western Wealth Management first reported a position in WisdomTree True Developed International Fund in Q3 2025 and has held it in 4 quarters since.
108 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.