HighTower Advisors
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HighTower Advisors’s WisdomTree WT Stock Holding History

HighTower Advisors’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 		– Sell
-13,203
Closed -$192K – 4033
2026
Q1 		$192K Buy
+13,203
New +$204K ﹤0.01% 3502
2025
Q2 		– Sell
-52,280
Closed -$466K – 4009
2025
Q1 		$466K Buy
+52,280
New +$487K ﹤0.01% 2518
2024
Q3 		– Sell
-49,634
Closed -$495K – 4005
2024
Q2 		$495K Sell
49,634
-38,144
-43% -$359K ﹤0.01% 2335
2024
Q1 		$816K Buy
87,778
+34,739
+65% +$266K ﹤0.01% 1935
2023
Q4 		$373K Buy
53,039
+4,820
+10% +$31.9K ﹤0.01% 2548
2023
Q3 		$347K Buy
48,219
+30,073
+166% +$210K ﹤0.01% 2482
2023
Q2 		$125K Buy
18,146
+5,645
+45% +$37.7K ﹤0.01% 3028
2023
Q1 		$72K Buy
12,501
+1,715
+16% +$9.99K ﹤0.01% 2997
2022
Q4 		$59K Buy
+10,786
New +$56.1K ﹤0.01% 3006
2016
Q3 		– Sell
-14,229
Closed -$140K – 1963
2016
Q2 		$140K Sell
14,229
-7,240
-34% -$79.8K ﹤0.01% 1564
2016
Q1 		$246K Sell
21,469
-17,095
-44% -$205K ﹤0.01% 1714
2015
Q4 		$605K Buy
38,564
+26,250
+213% +$482K 0.01% 1217
2015
Q3 		$199K Sell
12,314
-311
-2% -$6.55K ﹤0.01% 1645
2015
Q2 		$278K Sell
12,625
-119
-0.9% -$2.51K ﹤0.01% 1219
2015
Q1 		$273K Buy
12,744
+755
+6% +$14.1K ﹤0.01% 1285
2014
Q4 		$188K Buy
11,989
+517
+5% +$7.19K ﹤0.01% 1408
2014
Q3 		$131K Sell
11,472
-9,702
-46% -$110K ﹤0.01% 1408
2014
Q2 		$262K Buy
21,174
+9,254
+78% +$105K ﹤0.01% 1302
2014
Q1 		$156K Sell
11,920
-1,255
-10% -$19.2K ﹤0.01% 1347
2013
Q4 		$233K Buy
+13,175
New +$187K ﹤0.01% 1249
2013
Q3 		– Sell
-17,334
Closed -$201K – 1465
2013
Q2 		$201K Buy
+17,334
New +$203K 0.01% 1127

Other funds holding WT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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

HighTower Advisors's WT Position: Q2 2026 in Review

HighTower Advisors sold out of WisdomTree (WT) in Q2 2026, closing a stake of 13,203 shares — an estimated $192K sold.

HighTower Advisors first reported a position in WT in Q2 2013 and held it in 21 quarters. The position peaked at $816K in Q1 2024. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • HighTower Advisors reported no remaining WisdomTree position as of Q2 2026 after selling out during the quarter.
  • HighTower Advisors sold 13,203 WisdomTree shares in Q2 2026, an estimated $192K.
  • HighTower Advisors first reported a position in WisdomTree in Q2 2013 and held it in 21 quarters.
  • HighTower Advisors's WisdomTree position peaked at $816K in Q1 2024.
  • 310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.