DHJJ Financial Advisors’s WisdomTree High Income Laddered Municipal Fund WTMY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$517	Buy	21 +1	+5%	+$26	﹤0.01%	889
2025 Q4	$519	Hold	20	–	–	﹤0.01%	849
2025 Q3	$513	Buy	+20	New	+$500	﹤0.01%	820

Other funds holding WTMY

HGA

Hobbs Group Advisors Columbia, South Carolina $334M AUM 18.64% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

DHJJ Financial Advisors's WTMY Position: Q1 2026 in Review

DHJJ Financial Advisors increased its WisdomTree High Income Laddered Municipal Fund (WTMY) stake by 5% in Q1 2026, buying an estimated $26 and bringing the position to 21 shares worth $517. The position accounts for ﹤0.01% of the portfolio, ranked #889.

DHJJ Financial Advisors first reported a position in WTMY in Q3 2025 and has held it in 3 quarters since. The position peaked at $519 in Q4 2025. 4 funds tracked by Wall St. Rank hold WTMY as of Q1 2026.

DHJJ Financial Advisors held 21 shares of WisdomTree High Income Laddered Municipal Fund worth $517 as of Q1 2026.
DHJJ Financial Advisors bought 1 WisdomTree High Income Laddered Municipal Fund share in Q1 2026, an estimated $26.
WisdomTree High Income Laddered Municipal Fund made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #889 holding.
DHJJ Financial Advisors first reported a position in WisdomTree High Income Laddered Municipal Fund in Q3 2025 and has held it in 3 quarters since.
DHJJ Financial Advisors's WisdomTree High Income Laddered Municipal Fund position peaked at $519 in Q4 2025.
4 funds tracked by Wall St. Rank held WisdomTree High Income Laddered Municipal Fund as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.