Superior Planning, LLC’s WisdomTree WT Stock Holding History

Superior Planning, LLC’s Portfolio WT Stock Details WT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.41K	Buy	+264	New	+$5.8K	﹤0.01%	1114

Other funds holding WT

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Superior Planning, LLC's WT Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in WisdomTree (WT) in Q3 2026: 264 shares worth $6.41K. The stake represents ﹤0.01% of the portfolio and ranks #1114 among its holdings.

207 funds tracked by Wall St. Rank hold WT as of Q3 2026.

Superior Planning, LLC held 264 shares of WisdomTree worth $6.41K as of Q3 2026.
WisdomTree was a new Superior Planning, LLC position in Q3 2026.
WisdomTree made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1114 holding.
207 funds tracked by Wall St. Rank held WisdomTree as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.