Hazlett, Burt & Watson’s WisdomTree WT Stock Holding History

Hazlett, Burt & Watson’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	$10K	Hold	600	–	–	﹤0.01%	702
2026 Q1	$9K	Hold	600	–	–	﹤0.01%	717
2025 Q4	$7K	Buy	+600	New	+$7.25K	﹤0.01%	759

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

Hazlett, Burt & Watson's WT Position: Q2 2026 in Review

Hazlett, Burt & Watson held its WisdomTree (WT) position steady in Q2 2026 at 600 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #702.

Hazlett, Burt & Watson first reported a position in WT in Q4 2025 and has held it in 3 quarters since. 312 funds tracked by Wall St. Rank hold WT as of Q2 2026.

Hazlett, Burt & Watson held 600 shares of WisdomTree worth $10K as of Q2 2026.
Hazlett, Burt & Watson left its WisdomTree share count unchanged in Q2 2026.
WisdomTree made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #702 holding.
Hazlett, Burt & Watson first reported a position in WisdomTree in Q4 2025 and has held it in 3 quarters since.
312 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.