Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s WisdomTree WT Stock Holding History

Northwestern Mutual Wealth Management’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
Q1 		$88 Sell
6
-8,745
-100% -$135K ﹤0.01% 4007
2025
Q4 		$107K Buy
8,751
+8,724
+32,311% +$105K ﹤0.01% 2112
2025
Q3 		$375 Buy
+27
New +$361 ﹤0.01% 3661
2025
Q2 		– Sell
-61
Closed -$544 – 4032
2025
Q1 		$544 Sell
61
-1,545
-96% -$14.4K ﹤0.01% 3357
2024
Q4 		$16.9K Buy
+1,606
New +$17.4K ﹤0.01% 2570
2024
Q2 		– Sell
-4
Closed -$37 – 3848
2024
Q1 		$37 Buy
+4
New +$31 ﹤0.01% 3483
2018
Q3 		– Sell
-692
Closed -$6K – 2651
2018
Q2 		$6K Buy
+692
New +$7.22K ﹤0.01% 1989
2017
Q1 		– Sell
-190
Closed -$2K – 2440
2016
Q4 		$2K Buy
+190
New +$1.98K ﹤0.01% 2074
2016
Q3 		– Sell
-218
Closed -$2K – 1545
2016
Q2 		$2K Buy
218
+28
+15% +$309 ﹤0.01% 1875
2016
Q1 		$2K Buy
190
+189
+18,900% +$2.27K ﹤0.01% 1917
2015
Q4 		$0 Sell
1
-41
-98% -$753 ﹤0.01% 1872
2015
Q3 		$1K Buy
42
+40
+2,000% +$842 ﹤0.01% 1593
2015
Q2 		$0 Buy
+2
New +$42 ﹤0.01% 1651

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ACL
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VCM
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State Street
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SCM
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