Clear Point Advisors’s WisdomTree WT Stock Holding History

Clear Point Advisors’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	–	Sell	-52,844	Closed	-$2.66M	–	126
2026 Q1	$2.66M	Buy	+52,844	New	+$817K	2.07%	13

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

Clear Point Advisors's WT Position: Q2 2026 in Review

Clear Point Advisors sold out of WisdomTree (WT) in Q2 2026, closing a stake of 52,844 shares — an estimated $2.66M sold.

Clear Point Advisors first reported a position in WT in Q1 2026 and held it in 1 quarter. The position peaked at $2.66M in Q1 2026. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

Clear Point Advisors reported no remaining WisdomTree position as of Q2 2026 after selling out during the quarter.
Clear Point Advisors sold 52,844 WisdomTree shares in Q2 2026, an estimated $2.66M.
Clear Point Advisors first reported a position in WisdomTree in Q1 2026 and held it in 1 quarter.
Clear Point Advisors's WisdomTree position peaked at $2.66M in Q1 2026.
310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.