JIR
WT icon

James Investment Research’s WisdomTree WT Stock Holding History

James Investment Research’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
Q1 		$896K Buy
61,515
+79
+0.1% +$1.22K 0.1% 179
2025
Q4 		$749K Sell
61,436
-2,535
-4% -$30.6K 0.08% 195
2025
Q3 		$889K Buy
63,971
+10,000
+19% +$134K 0.1% 173
2025
Q2 		$621K Sell
53,971
-10,235
-16% -$95.8K 0.07% 198
2025
Q1 		$573K Sell
64,206
-22,240
-26% -$207K 0.07% 196
2024
Q4 		$908K Buy
86,446
+6,726
+8% +$72.8K 0.11% 159
2024
Q3 		$796K Buy
79,720
+30,815
+63% +$313K 0.09% 180
2024
Q2 		$485K Buy
+48,905
New +$460K 0.06% 217

Other funds holding WT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Simcoe Capital Management New York $539M AUM 36.22% 1-Year Est. Return