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Avantax Advisory Services’s WisdomTree WT Stock Holding History

Avantax Advisory Services’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
Q2 		$134K Buy
+11,662
New +$109K ﹤0.01% 2256

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

Avantax Advisory Services's WT Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in WisdomTree (WT) in Q2 2025: 11,662 shares worth $134K. The stake represents ﹤0.01% of the portfolio and ranks #2256 among its holdings.

247 funds tracked by Wall St. Rank hold WT as of Q2 2025.

  • Avantax Advisory Services held 11,662 shares of WisdomTree worth $134K as of Q2 2025.
  • WisdomTree was a new Avantax Advisory Services position in Q2 2025.
  • WisdomTree made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2256 holding.
  • 247 funds tracked by Wall St. Rank held WisdomTree as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.