Dunhill Financial’s WisdomTree WT Stock Holding History

Dunhill Financial’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	$58	Hold	3	–	–	﹤0.01%	1499
2026 Q1	$49	Hold	3	–	–	﹤0.01%	1615
2025 Q4	$42	Buy	+3	New	+$36	﹤0.01%	1717
2025 Q2	–	Sell	-3	Closed	-$48	–	1138
2025 Q1	$48	Buy	+3	New	+$28	﹤0.01%	941

Other funds holding WT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Malvern, Pennsylvania $4.68T AUM

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

Dunhill Financial's WT Position: Q2 2026 in Review

Dunhill Financial held its WisdomTree (WT) position steady in Q2 2026 at 3 shares worth $58. The position accounts for ﹤0.01% of the portfolio, ranked #1499.

Dunhill Financial first reported a position in WT in Q1 2025 and has held it in 4 quarters since. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

Dunhill Financial held 3 shares of WisdomTree worth $58 as of Q2 2026.
Dunhill Financial left its WisdomTree share count unchanged in Q2 2026.
WisdomTree made up ﹤0.01% of Dunhill Financial's portfolio in Q2 2026, its #1499 holding.
Dunhill Financial first reported a position in WisdomTree in Q1 2025 and has held it in 4 quarters since.
310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.