DHJJ Financial Advisors’s WisdomTree Core Laddered Municipal Fund WTMU Stock Holding History

DHJJ Financial Advisors’s Portfolio WTMU Stock Details WTMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$531	Hold	21	–	–	﹤0.01%	895
2026 Q1	$525	Buy	21 +1	+5%	+$26	﹤0.01%	887
2025 Q4	$528	Hold	20	–	–	﹤0.01%	844
2025 Q3	$519	Hold	20	–	–	﹤0.01%	818
2025 Q2	$506	Buy	+20	New	+$499	﹤0.01%	798

Other funds holding WTMU

HGA

Hobbs Group Advisors Columbia, South Carolina $380M AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DHJJ Financial Advisors's WTMU Position: Q2 2026 in Review

DHJJ Financial Advisors held its WisdomTree Core Laddered Municipal Fund (WTMU) position steady in Q2 2026 at 21 shares worth $531. The position accounts for ﹤0.01% of the portfolio, ranked #895.

DHJJ Financial Advisors first reported a position in WTMU in Q2 2025 and has held it in 5 quarters since. 4 funds tracked by Wall St. Rank hold WTMU as of Q2 2026.

DHJJ Financial Advisors held 21 shares of WisdomTree Core Laddered Municipal Fund worth $531 as of Q2 2026.
DHJJ Financial Advisors left its WisdomTree Core Laddered Municipal Fund share count unchanged in Q2 2026.
WisdomTree Core Laddered Municipal Fund made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #895 holding.
DHJJ Financial Advisors first reported a position in WisdomTree Core Laddered Municipal Fund in Q2 2025 and has held it in 5 quarters since.
4 funds tracked by Wall St. Rank held WisdomTree Core Laddered Municipal Fund as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.