Johnson Dunn Capital Advisors Inc’s WisdomTree WT Stock Holding History

Johnson Dunn Capital Advisors Inc’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 Q3	$396K	Buy	+16,284	New	+$358K	0.28%	106

Other funds holding WT

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Johnson Dunn Capital Advisors Inc's WT Position: Q3 2026 in Review

Johnson Dunn Capital Advisors Inc opened a new position in WisdomTree (WT) in Q3 2026: 16,284 shares worth $396K. The stake represents 0.28% of the portfolio and ranks #106 among its holdings.

207 funds tracked by Wall St. Rank hold WT as of Q3 2026.

Johnson Dunn Capital Advisors Inc held 16,284 shares of WisdomTree worth $396K as of Q3 2026.
WisdomTree was a new Johnson Dunn Capital Advisors Inc position in Q3 2026.
WisdomTree made up 0.28% of Johnson Dunn Capital Advisors Inc's portfolio in Q3 2026, its #106 holding.
207 funds tracked by Wall St. Rank held WisdomTree as of Q3 2026.

Based on Johnson Dunn Capital Advisors Inc's 13F filing for Q3 2026, filed 12 Nov 2026.