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Clearstead Advisors’s WisdomTree WT Stock Holding History

Clearstead 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 		$509 Buy
+30
New +$531 ﹤0.01% 2916
2025
Q4 		– Sell
-398
Closed -$5.53K – 3291
2025
Q3 		$5.53K Hold
398
– – ﹤0.01% 2118
2025
Q2 		$4.58K Buy
+398
New +$3.73K ﹤0.01% 2129

Other funds holding WT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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

Clearstead Advisors's WT Position: Q2 2026 in Review

Clearstead Advisors opened a new position in WisdomTree (WT) in Q2 2026: 30 shares worth $509. The stake represents ﹤0.01% of the portfolio and ranks #2916 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in WT as recently as Q3 2025.

Clearstead Advisors first reported a position in WT in Q2 2025 and has held it in 3 quarters since. The position peaked at $5.53K in Q3 2025. 313 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Clearstead Advisors held 30 shares of WisdomTree worth $509 as of Q2 2026.
  • WisdomTree was a new Clearstead Advisors position in Q2 2026.
  • WisdomTree made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2916 holding.
  • Clearstead Advisors first reported a position in WisdomTree in Q2 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's WisdomTree position peaked at $5.53K in Q3 2025.
  • 313 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.