CFG
WT icon

Cooper Financial Group’s WisdomTree WT Stock Holding History

Cooper Financial 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
Q2 		$207K Buy
12,192
+255
+2% +$4.51K 0.02% 437
2026
Q1 		$174K Sell
11,937
-912
-7% -$14.1K 0.02% 418
2025
Q4 		$157K Buy
12,849
+799
+7% +$9.65K 0.02% 376
2025
Q3 		$167K Buy
12,050
+67
+0.6% +$895 0.02% 381
2025
Q2 		$138K Buy
11,983
+605
+5% +$5.67K 0.02% 369
2025
Q1 		$101K Buy
11,378
+797
+8% +$7.43K 0.01% 376
2024
Q4 		$111K Buy
+10,581
New +$115K 0.01% 383

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

Cooper Financial Group's WT Position: Q2 2026 in Review

Cooper Financial Group increased its WisdomTree (WT) stake by 2.1% in Q2 2026, buying an estimated $4.51K and bringing the position to 12,192 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #437.

Cooper Financial Group first reported a position in WT in Q4 2024 and has held it in 7 quarters since. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Cooper Financial Group held 12,192 shares of WisdomTree worth $207K as of Q2 2026.
  • Cooper Financial Group bought 255 WisdomTree shares in Q2 2026, an estimated $4.51K.
  • WisdomTree made up 0.02% of Cooper Financial Group's portfolio in Q2 2026, its #437 holding.
  • Cooper Financial Group first reported a position in WisdomTree in Q4 2024 and has held it in 7 quarters since.
  • 310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.