Cetera Investment Advisers’s WisdomTree WT Stock Holding History

Cetera Investment Advisers’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	$1.31M	Sell	77,084 -3,382	-4%	-$59.9K	﹤0.01%	2774
2026 Q1	$1.17M	Sell	80,466 -8,092	-9%	-$125K	﹤0.01%	2772
2025 Q4	$1.08M	Sell	88,558 -6,294	-7%	-$76K	﹤0.01%	2756
2025 Q3	$1.32M	Buy	94,852 +8,894	+10%	+$119K	﹤0.01%	2532
2025 Q2	$989K	Sell	85,958 -4,545	-5%	-$42.6K	﹤0.01%	2381
2025 Q1	$807K	Buy	90,503 +20,724	+30%	+$193K	﹤0.01%	2440
2024 Q4	$733K	Buy	69,779 +13,237	+23%	+$143K	﹤0.01%	2382
2024 Q3	$565K	Sell	56,542 -18,385	-25%	-$187K	﹤0.01%	2554
2024 Q2	$743K	Buy	74,927 +9,911	+15%	+$93.2K	﹤0.01%	2290
2024 Q1	$597K	Buy	+65,016	New	+$498K	﹤0.01%	2468

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

Cetera Investment Advisers's WT Position: Q2 2026 in Review

Cetera Investment Advisers reduced its WisdomTree (WT) stake by 4.2% in Q2 2026, selling an estimated $59.9K and leaving 77,084 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #2774.

Cetera Investment Advisers first reported a position in WT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.32M in Q3 2025. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

Cetera Investment Advisers held 77,084 shares of WisdomTree worth $1.31M as of Q2 2026.
Cetera Investment Advisers sold 3,382 WisdomTree shares in Q2 2026, an estimated $59.9K.
WisdomTree made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2774 holding.
Cetera Investment Advisers first reported a position in WisdomTree in Q1 2024 and has held it in 10 quarters since.
Cetera Investment Advisers's WisdomTree position peaked at $1.32M in Q3 2025.
310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.