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Abich Financial Wealth Management’s WisdomTree WT Stock Holding History

Abich Financial Wealth Management’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
2025
Q3 		$194K Buy
+13,976
New +$187K 0.07% 129
2024
Q3 		$19.4K Sell
1,946
-408
-17% -$4.15K 0.04% 159
2024
Q2 		$23.3K Buy
2,354
+1,480
+169% +$13.9K 0.02% 208
2024
Q1 		$8.03K Buy
874
+826
+1,721% +$6.33K 0.01% 235
2023
Q4 		$333 Buy
+48
New +$318 ﹤0.01% 428

Other funds holding WT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Abich Financial Wealth Management's WT Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in WisdomTree (WT) in Q3 2025: 13,976 shares worth $194K. The stake represents 0.07% of the portfolio and ranks #129 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in WT as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in WT in Q4 2023 and has held it in 5 quarters since. 269 funds tracked by Wall St. Rank hold WT as of Q3 2025.

  • Abich Financial Wealth Management held 13,976 shares of WisdomTree worth $194K as of Q3 2025.
  • WisdomTree was a new Abich Financial Wealth Management position in Q3 2025.
  • WisdomTree made up 0.07% of Abich Financial Wealth Management's portfolio in Q3 2025, its #129 holding.
  • Abich Financial Wealth Management first reported a position in WisdomTree in Q4 2023 and has held it in 5 quarters since.
  • 269 funds tracked by Wall St. Rank held WisdomTree as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.