Brookwood Investment Group’s WisdomTree Efficient Long/Short U.S. Equity Fund WTLS Stock Holding History

Brookwood Investment Group’s Portfolio WTLS Stock Details WTLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.21M	Sell	120,583 -19,644	-14%	-$1.12M	0.81%	17
2026 Q1	$6.91M	Buy	+140,227	New	+$7.14M	0.85%	18

Other funds holding WTLS

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Brookwood Investment Group's WTLS Position: Q2 2026 in Review

Brookwood Investment Group reduced its WisdomTree Efficient Long/Short U.S. Equity Fund (WTLS) stake by 14% in Q2 2026, selling an estimated $1.12M and leaving 120,583 shares worth $7.21M. The position accounts for 0.81% of the portfolio, ranked #17.

Brookwood Investment Group first reported a position in WTLS in Q1 2026 and has held it in 2 quarters since. 3 funds tracked by Wall St. Rank hold WTLS as of Q2 2026.

Brookwood Investment Group held 120,583 shares of WisdomTree Efficient Long/Short U.S. Equity Fund worth $7.21M as of Q2 2026.
Brookwood Investment Group sold 19,644 WisdomTree Efficient Long/Short U.S. Equity Fund shares in Q2 2026, an estimated $1.12M.
WisdomTree Efficient Long/Short U.S. Equity Fund made up 0.81% of Brookwood Investment Group's portfolio in Q2 2026, its #17 holding.
Brookwood Investment Group first reported a position in WisdomTree Efficient Long/Short U.S. Equity Fund in Q1 2026 and has held it in 2 quarters since.
3 funds tracked by Wall St. Rank held WisdomTree Efficient Long/Short U.S. Equity Fund as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.