Elevation Wealth Partners’s WisdomTree WT Stock Holding History

Elevation Wealth Partners’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 Q3	$88.3K	Buy	3,635 +5	+0.1%	+$110	0.02%	219
2026 Q2	$61.5K	Buy	3,630 +6	+0.2%	+$106	0.02%	254
2026 Q1	$52.8K	Buy	+3,624	New	+$56K	0.02%	233

Other funds holding WT

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Elevation Wealth Partners's WT Position: Q3 2026 in Review

Elevation Wealth Partners increased its WisdomTree (WT) stake by 0.14% in Q3 2026, buying an estimated $110 and bringing the position to 3,635 shares worth $88.3K. The position accounts for 0.02% of the portfolio, ranked #219.

Elevation Wealth Partners first reported a position in WT in Q1 2026 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold WT as of Q3 2026.

Elevation Wealth Partners held 3,635 shares of WisdomTree worth $88.3K as of Q3 2026.
Elevation Wealth Partners bought 5 WisdomTree shares in Q3 2026, an estimated $110.
WisdomTree made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #219 holding.
Elevation Wealth Partners first reported a position in WisdomTree in Q1 2026 and has held it in 3 quarters since.
7 funds tracked by Wall St. Rank held WisdomTree as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.