MassMutual Private Wealth & Trust’s WisdomTree WT Stock Holding History

MassMutual Private Wealth & Trust’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	$2.96K	Hold	175	–	–	﹤0.01%	1878
2026 Q1	$2.55K	Hold	175	–	–	﹤0.01%	1910
2025 Q4	$2.13K	Hold	175	–	–	﹤0.01%	1979
2025 Q3	$2.43K	Sell	175 -60	-26%	-$802	﹤0.01%	1930
2025 Q2	$2.71K	Buy	235 +129	+122%	+$1.21K	﹤0.01%	1863
2025 Q1	$946	Hold	106	–	–	﹤0.01%	2140
2024 Q4	$1.11K	Hold	106	–	–	﹤0.01%	1999
2024 Q3	$1.06K	Hold	106	–	–	﹤0.01%	1842
2024 Q2	$1.05K	Hold	106	–	–	﹤0.01%	1805
2024 Q1	$974	Buy	106 +23	+28%	+$176	﹤0.01%	1708
2023 Q4	$575	Buy	+83	New	+$550	﹤0.01%	1791
2021 Q2	–	Sell	-5,000	Closed	-$31K	–	1308
2021 Q1	$31K	Hold	5,000	–	–	﹤0.01%	481
2020 Q4	$27K	Hold	5,000	–	–	﹤0.01%	501
2020 Q3	$16K	Hold	5,000	–	–	﹤0.01%	529
2020 Q2	$17K	Hold	5,000	–	–	﹤0.01%	494
2020 Q1	$12K	Hold	5,000	–	–	﹤0.01%	503
2019 Q4	$24K	Hold	5,000	–	–	﹤0.01%	512
2019 Q3	$26K	Hold	5,000	–	–	﹤0.01%	487
2019 Q2	$31K	Hold	5,000	–	–	﹤0.01%	464
2019 Q1	$35.3K	Sell	5,000 -120	-2%	-$826	﹤0.01%	460
2018 Q4	$34K	Buy	5,120 +120	+2%	+$871	﹤0.01%	445
2018 Q3	$42.4K	Hold	5,000	–	–	﹤0.01%	438
2018 Q2	$45.4K	Hold	5,000	–	–	﹤0.01%	425
2018 Q1	$45.9K	Hold	5,000	–	–	﹤0.01%	418
2017 Q4	$62.8K	Sell	5,000 -275	-5%	-$3.16K	0.01%	424
2017 Q3	$53.7K	Buy	5,275 +275	+6%	+$2.66K	﹤0.01%	503
2017 Q2	$50.9K	Hold	5,000	–	–	﹤0.01%	479
2017 Q1	$45.4K	Hold	5,000	–	–	﹤0.01%	485
2016 Q4	$55.7K	Buy	+5,000	New	+$52.2K	0.01%	346
2016 Q2	$49K	Buy	+5,000	New	+$55.1K	0.01%	405
2016 Q1	–	Sell	-67	Closed	-$804	–	912
2015 Q4	$1.05K	Sell	67 -11,728	-99%	-$215K	﹤0.01%	710
2015 Q3	$134K	Buy	11,795 +876	+8%	+$18.4K	0.03%	298
2015 Q2	$135K	Buy	10,919 +2,423	+29%	+$51.1K	0.03%	296
2015 Q1	$182K	Buy	+8,496	New	+$159K	0.03%	289
2014 Q4	–	Sell	-11,795	Closed	-$134K	–	778
2014 Q3	$134K	Buy	+11,795	New	+$134K	0.03%	293

Other funds holding WT

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

PJC

Phillip James Consulting Plymouth, Minnesota $150M AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KWM

Kiker Wealth Management Jasper, Georgia $256M AUM 28.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

YIH

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

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

MassMutual Private Wealth & Trust's WT Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its WisdomTree (WT) position steady in Q2 2026 at 175 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1878.

MassMutual Private Wealth & Trust first reported a position in WT in Q3 2014 and has held it in 35 quarters since. The position peaked at $182K in Q1 2015. 71 funds tracked by Wall St. Rank hold WT as of Q2 2026.

MassMutual Private Wealth & Trust held 175 shares of WisdomTree worth $2.96K as of Q2 2026.
MassMutual Private Wealth & Trust left its WisdomTree share count unchanged in Q2 2026.
WisdomTree made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1878 holding.
MassMutual Private Wealth & Trust first reported a position in WisdomTree in Q3 2014 and has held it in 35 quarters since.
MassMutual Private Wealth & Trust's WisdomTree position peaked at $182K in Q1 2015.
71 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.