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Larson Financial Group’s WisdomTree WT Stock Holding History

Larson 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
2025
Q3 		– Sell
-14
Closed -$161 – 3669
2025
Q2 		$161 Sell
14
-119
-89% -$1.11K ﹤0.01% 3095
2025
Q1 		$1.19K Buy
+133
New +$1.24K ﹤0.01% 2336

Other funds holding WT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Larson Financial Group's WT Position: Q3 2025 in Review

Larson Financial Group sold out of WisdomTree (WT) in Q3 2025, closing a stake of 14 shares — an estimated $161 sold.

Larson Financial Group first reported a position in WT in Q1 2025 and held it in 2 quarters. The position peaked at $1.19K in Q1 2025. 269 funds tracked by Wall St. Rank hold WT as of Q3 2025.

  • Larson Financial Group reported no remaining WisdomTree position as of Q3 2025 after selling out during the quarter.
  • Larson Financial Group sold 14 WisdomTree shares in Q3 2025, an estimated $161.
  • Larson Financial Group first reported a position in WisdomTree in Q1 2025 and held it in 2 quarters.
  • Larson Financial Group's WisdomTree position peaked at $1.19K in Q1 2025.
  • 269 funds tracked by Wall St. Rank held WisdomTree as of Q3 2025.

Based on Larson Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.