IFP Advisors’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.27K | Sell |
252
-19
| -7% | -$336 | ﹤0.01% | 3877 |
|
|
2026
Q1 | $3.95K | Hold |
271
| – | – | ﹤0.01% | 3659 |
|
|
2025
Q4 | $3.3K | Buy |
271
+93
| +52% | +$1.12K | ﹤0.01% | 3631 |
|
|
2025
Q3 | $2.47K | Buy |
178
+9
| +5% | +$120 | ﹤0.01% | 3611 |
|
|
2025
Q2 | $1.95K | Buy |
169
+151
| +839% | +$1.41K | ﹤0.01% | 3913 |
|
|
2025
Q1 | $161 | Hold |
18
| – | – | ﹤0.01% | 3734 |
|
|
2024
Q4 | $189 | Buy |
+18
| New | +$195 | ﹤0.01% | 3774 |
|
|
2023
Q1 | – | Sell |
-308
| Closed | -$4K | – | 4452 |
|
|
2022
Q4 | $4K | Hold |
308
| – | – | ﹤0.01% | 3950 |
|
|
2022
Q3 | $4K | Hold |
308
| – | – | ﹤0.01% | 4166 |
|
|
2022
Q2 | $4K | Hold |
308
| – | – | ﹤0.01% | 3927 |
|
|
2022
Q1 | $4K | Buy |
308
+290
| +1,611% | +$1.66K | ﹤0.01% | 3926 |
|
|
2021
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 3147 |
|
|
2021
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 3159 |
|
|
2021
Q2 | $0 | Hold |
18
| – | – | ﹤0.01% | 3265 |
|
|
2021
Q1 | $0 | Hold |
18
| – | – | ﹤0.01% | 3248 |
|
|
2020
Q4 | $0 | Sell |
18
-150
| -89% | -$645 | ﹤0.01% | 3116 |
|
|
2020
Q3 | $1K | Hold |
168
| – | – | ﹤0.01% | 2735 |
|
|
2020
Q2 | $1K | Buy |
+168
| New | +$510 | ﹤0.01% | 2637 |
|
|
2019
Q1 | – | Sell |
-2,400
| Closed | -$16K | – | 3479 |
|
|
2018
Q4 | $16K | Sell |
2,400
-635
| -21% | -$4.61K | ﹤0.01% | 2268 |
|
|
2018
Q3 | $26K | Buy |
3,035
+635
| +26% | +$5.39K | ﹤0.01% | 2325 |
|
|
2018
Q2 | $22K | Hold |
2,400
| – | – | ﹤0.01% | 2418 |
|
|
2018
Q1 | $30K | Hold |
2,400
| – | – | ﹤0.01% | 2140 |
|
|
2017
Q4 | $30K | Hold |
2,400
| – | – | ﹤0.01% | 2166 |
|
|
2017
Q3 | $24K | Sell |
2,400
-1,000
| -29% | -$9.68K | ﹤0.01% | 2491 |
|
|
2017
Q2 | $35K | Sell |
3,400
-197
| -5% | -$1.82K | ﹤0.01% | 2217 |
|
|
2017
Q1 | $33K | Hold |
3,597
| – | – | ﹤0.01% | 2185 |
|
|
2016
Q4 | $40K | Sell |
3,597
-286
| -7% | -$2.98K | ﹤0.01% | 2019 |
|
|
2016
Q3 | $40K | Sell |
3,883
-399
| -9% | -$4.16K | ﹤0.01% | 1966 |
|
|
2016
Q2 | $42K | Buy |
+4,282
| New | +$47.2K | ﹤0.01% | 1886 |
|
|
2016
Q1 | – | Sell |
-811
| Closed | -$13K | – | 3472 |
|
|
2015
Q4 | $13K | Buy |
+811
| New | +$14.9K | ﹤0.01% | 2447 |
|
Other funds holding WT
ACL
DCM
IFP Advisors's WT Position: Q2 2026 in Review
IFP Advisors reduced its WisdomTree (WT) stake by 7% in Q2 2026, selling an estimated $336 and leaving 252 shares worth $4.27K. The position accounts for ﹤0.01% of the portfolio, ranked #3877.
IFP Advisors first reported a position in WT in Q4 2015 and has held it in 30 quarters since. The position peaked at $42K in Q2 2016. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.
- IFP Advisors held 252 shares of WisdomTree worth $4.27K as of Q2 2026.
- IFP Advisors sold 19 WisdomTree shares in Q2 2026, an estimated $336.
- WisdomTree made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3877 holding.
- IFP Advisors first reported a position in WisdomTree in Q4 2015 and has held it in 30 quarters since.
- IFP Advisors's WisdomTree position peaked at $42K in Q2 2016.
- 310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.