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 Q3	$511	Hold	21	–	–	﹤0.01%	1900
2026 Q2	$356	Buy	+21	New	+$372	﹤0.01%	2030

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

Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return

JFS Wealth Advisors's WT Position: Q3 2026 in Review

JFS Wealth Advisors held its WisdomTree (WT) position steady in Q3 2026 at 21 shares worth $511. The position accounts for ﹤0.01% of the portfolio, ranked #1900.

JFS Wealth Advisors first reported a position in WT in Q2 2026 and has held it in 2 quarters since. 246 funds tracked by Wall St. Rank hold WT as of Q3 2026.

JFS Wealth Advisors held 21 shares of WisdomTree worth $511 as of Q3 2026.
JFS Wealth Advisors left its WisdomTree share count unchanged in Q3 2026.
WisdomTree made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1900 holding.
JFS Wealth Advisors first reported a position in WisdomTree in Q2 2026 and has held it in 2 quarters since.
246 funds tracked by Wall St. Rank held WisdomTree as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.