Arax Advisory Partners’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
$69.1K Buy
4,078
+2,183
+115% +$38.7K ﹤0.01% 3010
2026
Q1
$35.3K Buy
1,895
+802
+73% +$12.4K ﹤0.01% 1832
2025
Q4
$13.3K Sell
1,093
-939
-46% -$11.3K ﹤0.01% 2332
2025
Q3
$28.2K Sell
2,032
-1,711
-46% -$22.9K ﹤0.01% 2113
2025
Q2
$43.1K Buy
3,743
+3,669
+4,958% +$34.4K ﹤0.01% 1309
2025
Q1
$661 Buy
+74
New +$690 ﹤0.01% 2469
2024
Q4
– Sell
-187
Closed -$1.87K – 2779
2024
Q3
$1.87K Hold
187
– – ﹤0.01% 2090
2024
Q2
$1.85K Buy
+187
New +$1.76K ﹤0.01% 1992

Other funds holding WT

Arax Advisory Partners's WT Position: Q2 2026 in Review

Arax Advisory Partners increased its WisdomTree (WT) stake by 115% in Q2 2026, buying an estimated $38.7K and bringing the position to 4,078 shares worth $69.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3010.

Arax Advisory Partners first reported a position in WT in Q2 2024 and has held it in 8 quarters since. 315 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Arax Advisory Partners held 4,078 shares of WisdomTree worth $69.1K as of Q2 2026.
  • Arax Advisory Partners bought 2,183 WisdomTree shares in Q2 2026, an estimated $38.7K.
  • WisdomTree made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3010 holding.
  • Arax Advisory Partners first reported a position in WisdomTree in Q2 2024 and has held it in 8 quarters since.
  • 315 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.