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Advyzon Investment Management’s WisdomTree WT Stock Holding History

Advyzon Investment 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
2026
Q1 		– Sell
-44,937
Closed -$548K – 721
2025
Q4 		$548K Buy
44,937
+29,466
+190% +$356K 0.06% 301
2025
Q3 		$215K Buy
+15,471
New +$207K 0.04% 431

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Capital World Investors
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ACL
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCM
Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return

Advyzon Investment Management's WT Position: Q1 2026 in Review

Advyzon Investment Management sold out of WisdomTree (WT) in Q1 2026, closing a stake of 44,937 shares — an estimated $548K sold.

Advyzon Investment Management first reported a position in WT in Q3 2025 and held it in 2 quarters. The position peaked at $548K in Q4 2025. 311 funds tracked by Wall St. Rank hold WT as of Q1 2026.

  • Advyzon Investment Management reported no remaining WisdomTree position as of Q1 2026 after selling out during the quarter.
  • Advyzon Investment Management sold 44,937 WisdomTree shares in Q1 2026, an estimated $548K.
  • Advyzon Investment Management first reported a position in WisdomTree in Q3 2025 and held it in 2 quarters.
  • Advyzon Investment Management's WisdomTree position peaked at $548K in Q4 2025.
  • 311 funds tracked by Wall St. Rank held WisdomTree as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.