Salomon & Ludwin
WT icon

Salomon & Ludwin’s WisdomTree WT Stock Holding History

Salomon & Ludwin’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 		$48.7K Hold
2,006
– – ﹤0.01% 472
2026
Q2 		$35.3K Buy
2,006
+548
+38% +$9.7K ﹤0.01% 736
2026
Q1 		$21.1K Hold
1,458
– – ﹤0.01% 1044
2025
Q4 		$19.1K Hold
1,458
– – ﹤0.01% 937
2025
Q3 		$19.8K Buy
+1,458
New +$19.5K ﹤0.01% 821

Other funds holding WT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Kornitzer Capital Management
Kornitzer Capital Management Shawnee Mission, Kansas $4.8B AUM 30.14% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Salomon & Ludwin's WT Position: Q3 2026 in Review

Salomon & Ludwin held its WisdomTree (WT) position steady in Q3 2026 at 2,006 shares worth $48.7K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Salomon & Ludwin first reported a position in WT in Q3 2025 and has held it in 5 quarters since. 143 funds tracked by Wall St. Rank hold WT as of Q3 2026.

  • Salomon & Ludwin held 2,006 shares of WisdomTree worth $48.7K as of Q3 2026.
  • Salomon & Ludwin left its WisdomTree share count unchanged in Q3 2026.
  • WisdomTree made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #472 holding.
  • Salomon & Ludwin first reported a position in WisdomTree in Q3 2025 and has held it in 5 quarters since.
  • 143 funds tracked by Wall St. Rank held WisdomTree as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.