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SignatureFD’s WisdomTree WT Stock Holding History

SignatureFD’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 		– Sell
-320
Closed -$4.66K – 3647
2026
Q1 		$4.66K Buy
+320
New +$4.95K ﹤0.01% 2802
2019
Q1 		– Sell
-200
Closed -$1K – 2071
2018
Q4 		$1K Buy
+200
New +$1.45K ﹤0.01% 1877
2016
Q4 		– Sell
-475
Closed -$5K – 1242
2016
Q3 		$5K Buy
475
+277
+140% +$2.89K ﹤0.01% 1248
2016
Q2 		$2K Buy
+198
New +$2.18K ﹤0.01% 1263
2016
Q1 		– Sell
-19,800
Closed -$310K – 1458
2015
Q4 		$310K Sell
19,800
-850
-4% -$15.6K 0.06% 104
2015
Q3 		$333K Buy
+20,650
New +$435K 0.08% 92

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

SignatureFD's WT Position: Q2 2026 in Review

SignatureFD sold out of WisdomTree (WT) in Q2 2026, closing a stake of 320 shares — an estimated $4.66K sold.

SignatureFD first reported a position in WT in Q3 2015 and held it in 6 quarters. The position peaked at $333K in Q3 2015. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • SignatureFD reported no remaining WisdomTree position as of Q2 2026 after selling out during the quarter.
  • SignatureFD sold 320 WisdomTree shares in Q2 2026, an estimated $4.66K.
  • SignatureFD first reported a position in WisdomTree in Q3 2015 and held it in 6 quarters.
  • SignatureFD's WisdomTree position peaked at $333K in Q3 2015.
  • 310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.