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Parallel Advisors’s WisdomTree WT Stock Holding History

Parallel 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 		$4.67K Sell
276
-140
-34% -$2.48K ﹤0.01% 3234
2026
Q1 		$6.06K Buy
+416
New +$6.43K ﹤0.01% 2968
2024
Q3 		– Sell
-13
Closed -$129 – 3476
2024
Q2 		$129 Buy
+13
New +$122 ﹤0.01% 3237

Other funds holding WT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Parallel Advisors's WT Position: Q2 2026 in Review

Parallel Advisors reduced its WisdomTree (WT) stake by 34% in Q2 2026, selling an estimated $2.48K and leaving 276 shares worth $4.67K. The position accounts for ﹤0.01% of the portfolio, ranked #3234.

Parallel Advisors first reported a position in WT in Q2 2024 and has held it in 3 quarters since. The position peaked at $6.06K in Q1 2026. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Parallel Advisors held 276 shares of WisdomTree worth $4.67K as of Q2 2026.
  • Parallel Advisors sold 140 WisdomTree shares in Q2 2026, an estimated $2.48K.
  • WisdomTree made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #3234 holding.
  • Parallel Advisors first reported a position in WisdomTree in Q2 2024 and has held it in 3 quarters since.
  • Parallel Advisors's WisdomTree position peaked at $6.06K in Q1 2026.
  • 310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.