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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
Q3 		$253K Sell
10,416
-1,776
-15% -$39K 0.02% 385
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

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Cooper Financial Group's WT Position: Q3 2026 in Review

Cooper Financial Group reduced its WisdomTree (WT) stake by 15% in Q3 2026, selling an estimated $39K and leaving 10,416 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #385.

Cooper Financial Group first reported a position in WT in Q4 2024 and has held it in 8 quarters since. 7 funds tracked by Wall St. Rank hold WT as of Q3 2026.

  • Cooper Financial Group held 10,416 shares of WisdomTree worth $253K as of Q3 2026.
  • Cooper Financial Group sold 1,776 WisdomTree shares in Q3 2026, an estimated $39K.
  • WisdomTree made up 0.02% of Cooper Financial Group's portfolio in Q3 2026, its #385 holding.
  • Cooper Financial Group first reported a position in WisdomTree in Q4 2024 and has held it in 8 quarters since.
  • 7 funds tracked by Wall St. Rank held WisdomTree as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.