Plante Moran Financial Advisors’s WisdomTree WT Stock Holding History

Plante Moran Financial 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	$254	Buy	+15	New	+$266	﹤0.01%	1370

Other funds holding WT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

KCM

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

Danske Bank Copenhagen K, Denmark $50.6B AUM 42.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Plante Moran Financial Advisors's WT Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in WisdomTree (WT) in Q2 2026: 15 shares worth $254. The stake represents ﹤0.01% of the portfolio and ranks #1370 among its holdings.

135 funds tracked by Wall St. Rank hold WT as of Q2 2026.

Plante Moran Financial Advisors held 15 shares of WisdomTree worth $254 as of Q2 2026.
WisdomTree was a new Plante Moran Financial Advisors position in Q2 2026.
WisdomTree made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1370 holding.
135 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.