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Rothschild Investment LLC’s WisdomTree WT Stock Holding History

Rothschild Investment LLC’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 		$4.38M Sell
258,787
-992
-0.4% -$17.6K 0.16% 126
2026
Q1 		$3.78M Sell
259,779
-4,262
-2% -$65.9K 0.2% 109
2025
Q4 		$3.22M Sell
264,041
-5,363
-2% -$64.8K 0.18% 113
2025
Q3 		$3.74M Buy
269,404
+416
+0.2% +$5.56K 0.21% 105
2025
Q2 		$3.1M Sell
268,988
-5,170
-2% -$48.4K 0.19% 114
2025
Q1 		$2.45M Buy
274,158
+29,395
+12% +$274K 0.16% 126
2024
Q4 		$2.57M Buy
244,763
+16,602
+7% +$180K 0.17% 118
2024
Q3 		$2.28M Buy
228,161
+2,835
+1% +$28.8K 0.15% 128
2024
Q2 		$2.23M Buy
225,326
+225,310
+1,408,188% +$2.12M 0.16% 127
2024
Q1 		$147 Buy
16
+15
+1,500% +$115 ﹤0.01% 1928
2023
Q4 		$7 Buy
+1
New +$7 ﹤0.01% 1350
2019
Q1 		– Sell
-25,001
Closed -$166K – 382
2018
Q4 		$166K Sell
25,001
-28,550
-53% -$207K 0.02% 347
2018
Q3 		$454K Sell
53,551
-3,375
-6% -$28.7K 0.05% 252
2018
Q2 		$517K Sell
56,926
-3,250
-5% -$33.9K 0.07% 233
2018
Q1 		$552K Sell
60,176
-56,295
-48% -$608K 0.07% 231
2017
Q4 		$1.46M Sell
116,471
-23,700
-17% -$272K 0.16% 152
2017
Q3 		$1.43M Sell
140,171
-21,250
-13% -$206K 0.16% 156
2017
Q2 		$1.64M Sell
161,421
-6,600
-4% -$60.9K 0.19% 135
2017
Q1 		$1.53M Sell
168,021
-5,585
-3% -$54K 0.18% 145
2016
Q4 		$1.93M Sell
173,606
-25,225
-13% -$263K 0.23% 109
2016
Q3 		$2.05M Buy
198,831
+10,400
+6% +$108K 0.25% 106
2016
Q2 		$1.84M Buy
188,431
+45,485
+32% +$502K 0.24% 113
2016
Q1 		$1.63M Buy
142,946
+18,707
+15% +$225K 0.21% 118
2015
Q4 		$1.95M Buy
124,239
+106,726
+609% +$1.96M 0.25% 103
2015
Q3 		$282K Buy
17,513
+175
+1% +$3.68K 0.04% 365
2015
Q2 		$381K Hold
17,338
– – 0.04% 342
2015
Q1 		$372K Sell
17,338
-45,950
-73% -$858K 0.04% 343
2014
Q4 		$992K Buy
63,288
+1,495
+2% +$20.8K 0.12% 181
2014
Q3 		$703K Buy
+61,793
New +$703K 0.09% 235

Other funds holding WT

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
PJC
Phillip James Consulting Plymouth, Minnesota $150M AUM
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Rothschild Investment LLC's WT Position: Q2 2026 in Review

Rothschild Investment LLC reduced its WisdomTree (WT) stake by 0.38% in Q2 2026, selling an estimated $17.6K and leaving 258,787 shares worth $4.38M. The position accounts for 0.16% of the portfolio, ranked #126.

Rothschild Investment LLC first reported a position in WT in Q3 2014 and has held it in 29 quarters since. 107 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Rothschild Investment LLC held 258,787 shares of WisdomTree worth $4.38M as of Q2 2026.
  • Rothschild Investment LLC sold 992 WisdomTree shares in Q2 2026, an estimated $17.6K.
  • WisdomTree made up 0.16% of Rothschild Investment LLC's portfolio in Q2 2026, its #126 holding.
  • Rothschild Investment LLC first reported a position in WisdomTree in Q3 2014 and has held it in 29 quarters since.
  • 107 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.