DZ Bank’s WisdomTree WT Stock Holding History

DZ Bank’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	$1.29M	Sell	76,059 -56,745	-43%	-$1M	﹤0.01%	715
2026 Q1	$1.93M	Buy	132,804 +10,605	+9%	+$164K	﹤0.01%	628
2025 Q4	$1.49M	Sell	122,199 -52,897	-30%	-$639K	﹤0.01%	665
2025 Q3	$2.43M	Buy	175,096 +21,783	+14%	+$291K	﹤0.01%	597
2025 Q2	$1.76M	Sell	153,313 -10,791	-7%	-$101K	﹤0.01%	609
2025 Q1	$1.46M	Buy	164,104 +45,994	+39%	+$429K	﹤0.01%	624
2024 Q4	$1.24M	Sell	118,110 -94,315	-44%	-$1.02M	﹤0.01%	639
2024 Q3	$2.12M	Sell	212,425 -6,888	-3%	-$70K	﹤0.01%	568
2024 Q2	$2.17M	Buy	219,313 +123,173	+128%	+$1.16M	﹤0.01%	568
2024 Q1	$884K	Buy	+96,140	New	+$736K	﹤0.01%	694

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

DZ Bank's WT Position: Q2 2026 in Review

DZ Bank reduced its WisdomTree (WT) stake by 43% in Q2 2026, selling an estimated $1M and leaving 76,059 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #715.

DZ Bank first reported a position in WT in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.43M in Q3 2025. 312 funds tracked by Wall St. Rank hold WT as of Q2 2026.

DZ Bank held 76,059 shares of WisdomTree worth $1.29M as of Q2 2026.
DZ Bank sold 56,745 WisdomTree shares in Q2 2026, an estimated $1M.
WisdomTree made up ﹤0.01% of DZ Bank's portfolio in Q2 2026, its #715 holding.
DZ Bank first reported a position in WisdomTree in Q1 2024 and has held it in 10 quarters since.
DZ Bank's WisdomTree position peaked at $2.43M in Q3 2025.
312 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on DZ Bank's 13F filing for Q2 2026, filed 14 Aug 2026.