SL
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
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

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

Salomon & Ludwin's WT Position: Q2 2026 in Review

Salomon & Ludwin increased its WisdomTree (WT) stake by 38% in Q2 2026, buying an estimated $9.7K and bringing the position to 2,006 shares worth $35.3K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Salomon & Ludwin first reported a position in WT in Q3 2025 and has held it in 4 quarters since. 312 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Salomon & Ludwin held 2,006 shares of WisdomTree worth $35.3K as of Q2 2026.
  • Salomon & Ludwin bought 548 WisdomTree shares in Q2 2026, an estimated $9.7K.
  • WisdomTree made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #736 holding.
  • Salomon & Ludwin first reported a position in WisdomTree in Q3 2025 and has held it in 4 quarters since.
  • 312 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.