Brooklyn Investment Group’s WisdomTree WT Stock Holding History

Brooklyn Investment Group’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	$377K	Buy	+25,906	New	+$400K	0.01%	1239
2025 Q3	–	Sell	-471	Closed	-$5.42K	–	2722
2025 Q2	$5.42K	Sell	471 -36	-7%	-$337	﹤0.01%	2434
2025 Q1	$4.52K	Buy	507 +505	+25,250%	+$4.71K	﹤0.01%	1860
2024 Q4	$11	Buy	+2	New	+$22	﹤0.01%	1926

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

SCM

Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return

Brooklyn Investment Group's WT Position: Q1 2026 in Review

Brooklyn Investment Group opened a new position in WisdomTree (WT) in Q1 2026: 25,906 shares worth $377K. The stake represents 0.01% of the portfolio and ranks #1239 among its holdings. This is a return to the name: Brooklyn Investment Group previously reported a position in WT as recently as Q2 2025.

Brooklyn Investment Group first reported a position in WT in Q4 2024 and has held it in 4 quarters since. 311 funds tracked by Wall St. Rank hold WT as of Q1 2026.

Brooklyn Investment Group held 25,906 shares of WisdomTree worth $377K as of Q1 2026.
WisdomTree was a new Brooklyn Investment Group position in Q1 2026.
WisdomTree made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1239 holding.
Brooklyn Investment Group first reported a position in WisdomTree in Q4 2024 and has held it in 4 quarters since.
311 funds tracked by Wall St. Rank held WisdomTree as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.