Advisory Services Network’s WisdomTree WT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-831
Closed -$12.1K 4624
2026
Q1
$12.1K Buy
+831
New +$12.8K ﹤0.01% 3468
2025
Q4
Sell
-831
Closed -$11.6K 4248
2025
Q3
$11.6K Buy
+831
New +$11.1K ﹤0.01% 3224
2024
Q4
Sell
-54,377
Closed -$539K 1737
2024
Q3
$539K Hold
54,377
0.01% 961
2024
Q2
$539K Sell
54,377
-627
-1% -$5.9K 0.01% 961
2024
Q1
$505K Sell
55,004
-603
-1% -$4.62K 0.01% 957
2023
Q4
$385K Buy
+55,607
New +$368K 0.01% 1006
2021
Q3
Sell
-200
Closed -$1K 3235
2021
Q2
$1K Buy
+200
New +$1.32K ﹤0.01% 3525
2016
Q3
$9K Buy
+850
New +$8.86K ﹤0.01% 1355

Other funds holding WT

Advisory Services Network's WT Position: Q2 2026 in Review

Advisory Services Network sold out of WisdomTree (WT) in Q2 2026, closing a stake of 831 shares — an estimated $12.1K sold.

Advisory Services Network first reported a position in WT in Q3 2016 and held it in 8 quarters. The position peaked at $539K in Q3 2024. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Advisory Services Network reported no remaining WisdomTree position as of Q2 2026 after selling out during the quarter.
  • Advisory Services Network sold 831 WisdomTree shares in Q2 2026, an estimated $12.1K.
  • Advisory Services Network first reported a position in WisdomTree in Q3 2016 and held it in 8 quarters.
  • Advisory Services Network's WisdomTree position peaked at $539K in Q3 2024.
  • 310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.