Corient Private Wealth LLC
Position in DOL — WisdomTree True Developed International Fund
CIK 1948780
MIAMI, FL
All Filings in DOL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 DOL | $864,583 | 11,627 | Shares | Sole | 2026-08-27 | |
| 2025-03-31 DOL | $640,298 | 11,627 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 DOL | $582,749 | 11,787 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 DOL | $627,509 | 11,627 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 DOL | $598,648 | 11,803 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 DOL | $616,745 | 11,927 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 DOL | $587,524 | 11,927 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 DOL | $544,109 | 11,927 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 DOL | $548,445 | 11,627 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||