Hobbs Group Advisors’s WisdomTree High Income Laddered Municipal Fund WTMY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.42M Buy
96,156
+351
+0.4% +$8.98K 0.72% 25
2025
Q4
$2.44M Sell
95,805
-4,500
-4% -$115K 0.74% 26
2025
Q3
$2.55M Buy
100,305
+9,563
+11% +$239K 0.79% 23
2025
Q2
$2.26M Buy
+90,742
New +$2.25M 0.77% 24

Other funds holding WTMY

Hobbs Group Advisors's WTMY Position: Q1 2026 in Review

Hobbs Group Advisors increased its WisdomTree High Income Laddered Municipal Fund (WTMY) stake by 0.37% in Q1 2026, buying an estimated $8.98K and bringing the position to 96,156 shares worth $2.42M. The position accounts for 0.72% of the portfolio, ranked #25.

Hobbs Group Advisors first reported a position in WTMY in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.55M in Q3 2025. 4 funds tracked by Wall St. Rank hold WTMY as of Q1 2026.

  • Hobbs Group Advisors held 96,156 shares of WisdomTree High Income Laddered Municipal Fund worth $2.42M as of Q1 2026.
  • Hobbs Group Advisors bought 351 WisdomTree High Income Laddered Municipal Fund shares in Q1 2026, an estimated $8.98K.
  • WisdomTree High Income Laddered Municipal Fund made up 0.72% of Hobbs Group Advisors's portfolio in Q1 2026, its #25 holding.
  • Hobbs Group Advisors first reported a position in WisdomTree High Income Laddered Municipal Fund in Q2 2025 and has held it in 4 quarters since.
  • Hobbs Group Advisors's WisdomTree High Income Laddered Municipal Fund position peaked at $2.55M in Q3 2025.
  • 4 funds tracked by Wall St. Rank held WisdomTree High Income Laddered Municipal Fund as of Q1 2026.

Based on Hobbs Group Advisors's 13F filing for Q1 2026, filed 20 May 2026.