Allworth Financial’s WisdomTree WT Stock Holding History

Allworth Financial’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 Q2	$12.1K	Sell	713 -223	-24%	-$3.95K	﹤0.01%	3588
2026 Q1	$13.6K	Buy	936 +40	+4%	+$618	﹤0.01%	3278
2025 Q4	$10.9K	Buy	896 +363	+68%	+$4.38K	﹤0.01%	3212
2025 Q3	$7.41K	Buy	533 +96	+22%	+$1.28K	﹤0.01%	3320
2025 Q2	$5.03K	Buy	437 +37	+9%	+$346	﹤0.01%	3253
2025 Q1	$3.46K	Hold	400	–	–	﹤0.01%	2965
2024 Q4	$3.96K	Buy	400 +335	+515%	+$3.63K	﹤0.01%	2865
2024 Q3	$650	Hold	65	–	–	﹤0.01%	3358
2024 Q2	$697	Hold	65	–	–	﹤0.01%	3276
2024 Q1	$598	Hold	65	–	–	﹤0.01%	3236
2023 Q4	$451	Hold	65	–	–	﹤0.01%	3154
2023 Q3	$455	Buy	+65	New	+$455	﹤0.01%	3066

Other funds holding WT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Allworth Financial's WT Position: Q2 2026 in Review

Allworth Financial reduced its WisdomTree (WT) stake by 24% in Q2 2026, selling an estimated $3.95K and leaving 713 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3588.

Allworth Financial first reported a position in WT in Q3 2023 and has held it in 12 quarters since. The position peaked at $13.6K in Q1 2026. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

Allworth Financial held 713 shares of WisdomTree worth $12.1K as of Q2 2026.
Allworth Financial sold 223 WisdomTree shares in Q2 2026, an estimated $3.95K.
WisdomTree made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3588 holding.
Allworth Financial first reported a position in WisdomTree in Q3 2023 and has held it in 12 quarters since.
Allworth Financial's WisdomTree position peaked at $13.6K in Q1 2026.
310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.