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GAMMA Investing’s WisdomTree WT Stock Holding History

GAMMA Investing’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 		$141K Buy
5,819
+697
+14% +$15.3K ﹤0.01% 1594
2026
Q2 		$86.8K Buy
5,122
+141
+3% +$2.5K ﹤0.01% 1915
2026
Q1 		$72.5K Buy
4,981
+208
+4% +$3.21K ﹤0.01% 1899
2025
Q4 		$58.2K Buy
4,773
+298
+7% +$3.6K ﹤0.01% 1968
2025
Q3 		$62.2K Buy
4,475
+95
+2% +$1.27K ﹤0.01% 1835
2025
Q2 		$50.4K Sell
4,380
-149
-3% -$1.4K ﹤0.01% 1943
2025
Q1 		$40.4K Sell
4,529
-344
-7% -$3.21K ﹤0.01% 1941
2024
Q4 		$51.2K Buy
4,873
+819
+20% +$8.87K ﹤0.01% 1638
2024
Q3 		$40.5K Buy
4,054
+1,761
+77% +$17.9K ﹤0.01% 1644
2024
Q2 		$22.7K Buy
2,293
+1,468
+178% +$13.8K ﹤0.01% 1773
2024
Q1 		$7.58K Buy
825
+197
+31% +$1.51K ﹤0.01% 2200
2023
Q4 		$4.25K Buy
+628
New +$4.16K ﹤0.01% 2308

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
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 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

GAMMA Investing's WT Position: Q3 2026 in Review

GAMMA Investing increased its WisdomTree (WT) stake by 14% in Q3 2026, buying an estimated $15.3K and bringing the position to 5,819 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #1594.

GAMMA Investing first reported a position in WT in Q4 2023 and has held it in 12 quarters since. 7 funds tracked by Wall St. Rank hold WT as of Q3 2026.

  • GAMMA Investing held 5,819 shares of WisdomTree worth $141K as of Q3 2026.
  • GAMMA Investing bought 697 WisdomTree shares in Q3 2026, an estimated $15.3K.
  • WisdomTree made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #1594 holding.
  • GAMMA Investing first reported a position in WisdomTree in Q4 2023 and has held it in 12 quarters since.
  • 7 funds tracked by Wall St. Rank held WisdomTree as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.