CW
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CreativeOne Wealth’s WisdomTree WT Stock Holding History

CreativeOne Wealth’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 		$171K Buy
+10,123
New +$179K ﹤0.01% 1164

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

CreativeOne Wealth's WT Position: Q2 2026 in Review

CreativeOne Wealth opened a new position in WisdomTree (WT) in Q2 2026: 10,123 shares worth $171K. The stake represents ﹤0.01% of the portfolio and ranks #1164 among its holdings.

310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • CreativeOne Wealth held 10,123 shares of WisdomTree worth $171K as of Q2 2026.
  • WisdomTree was a new CreativeOne Wealth position in Q2 2026.
  • WisdomTree made up ﹤0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1164 holding.
  • 310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.