Jefferies Financial Group’s WisdomTree WT Stock Holding History

Jefferies Financial Group’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 Q3	$285K	Sell	11,719 -11,973	-51%	-$263K	﹤0.01%	1083
2026 Q2	$401K	Buy	+23,692	New	+$419K	﹤0.01%	1305
2026 Q1	–	Sell	-9,228	Closed	-$112K	–	2261
2025 Q4	$112K	Sell	9,228 -19,584	-68%	-$237K	﹤0.01%	1691
2025 Q3	$400K	Buy	+28,812	New	+$385K	﹤0.01%	1143
2024 Q3	–	Sell	-50,000	Closed	-$496K	–	1808
2024 Q2	$496K	Sell	50,000 -36,600	-42%	-$344K	0.01%	975
2024 Q1	$796K	Buy	+86,600	New	+$663K	0.01%	906

Other funds holding WT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jefferies Financial Group's WT Position: Q3 2026 in Review

Jefferies Financial Group reduced its WisdomTree (WT) stake by 51% in Q3 2026, selling an estimated $263K and leaving 11,719 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #1083.

Jefferies Financial Group first reported a position in WT in Q1 2024 and has held it in 6 quarters since. The position peaked at $796K in Q1 2024. 256 funds tracked by Wall St. Rank hold WT as of Q3 2026.

Jefferies Financial Group held 11,719 shares of WisdomTree worth $285K as of Q3 2026.
Jefferies Financial Group sold 11,973 WisdomTree shares in Q3 2026, an estimated $263K.
WisdomTree made up ﹤0.01% of Jefferies Financial Group's portfolio in Q3 2026, its #1083 holding.
Jefferies Financial Group first reported a position in WisdomTree in Q1 2024 and has held it in 6 quarters since.
Jefferies Financial Group's WisdomTree position peaked at $796K in Q1 2024.
256 funds tracked by Wall St. Rank held WisdomTree as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.