Rothwell Investment Advisors, LLC’s WisdomTree WT Stock Holding History

Rothwell Investment Advisors, 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	$11.6K	Buy	+476	New	+$10.5K	0.01%	743

Other funds holding WT

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Kornitzer Capital Management Shawnee Mission, Kansas $4.8B AUM 30.14% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Pacific Capital Partners London $132M AUM 28.4% 1-Year Est. Return

Rothwell Investment Advisors, LLC's WT Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in WisdomTree (WT) in Q3 2026: 476 shares worth $11.6K. The stake represents 0.01% of the portfolio and ranks #743 among its holdings.

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

Rothwell Investment Advisors, LLC held 476 shares of WisdomTree worth $11.6K as of Q3 2026.
WisdomTree was a new Rothwell Investment Advisors, LLC position in Q3 2026.
WisdomTree made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #743 holding.
130 funds tracked by Wall St. Rank held WisdomTree as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.