DOL — WISDOMTREE INTL

Ownership history in Integrated Wealth Concepts LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in WISDOMTREE INTL (DOL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q2)
Avg. % of fund
0.01%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 8,000 -3,981 -33.2% 0.00% $498K $61.89
2025 Q2 INITIATED 11,981 — — 0.01% $714K $58.97
% of Fund (quarterly)    DOL price (monthly, adj. close)

Other funds also holding DOL

As of 2025 Q4 — sorted by position size

Key FInancial Inc 3Y 3.85% Powers Advisory Group, LLC 3Y 2.09% Cascade Financial Partners, LLC 1.62% Evernest Financial Advisors, LLC 1.41% Strategic Financial Concepts, LLC 0.73% BIP Wealth, LLC 0.72% First Heartland Consultants, Inc. 3Y 7Y 0.37% TopTier Wealth Management, LLC 0.34% Avidian Wealth Enterprises, LLC 3Y 7Y 0.29% Meridian Financial Partners LLC 3Y 7Y 0.21%
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