JFS Wealth Advisors’s WisdomTree WT Stock Holding History

JFS Wealth 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	$356	Buy	+21	New	+$372	﹤0.01%	2030

Other funds holding WT

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

Torren Management San Diego, California $197M AUM