Sowell Financial Services’s WisdomTree WT Stock Holding History

Sowell Financial Services’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	-11,589	Closed	-$169K	–	1232
2026 Q1	$169K	Buy	11,589 +71	+0.6%	+$1.1K	0.01%	1063
2025 Q4	$140K	Buy	11,518 +680	+6%	+$8.21K	0.01%	1064
2025 Q3	$151K	Buy	10,838 +424	+4%	+$5.67K	0.01%	1023
2025 Q2	$120K	Buy	+10,414	New	+$97.5K	﹤0.01%	1004
2020 Q4	–	Sell	-217	Closed	-$1K	–	2873
2020 Q3	$1K	Buy	+217	New	+$783	﹤0.01%	2452

Other funds holding WT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Sowell Financial Services's WT Position: Q2 2026 in Review

Sowell Financial Services sold out of WisdomTree (WT) in Q2 2026, closing a stake of 11,589 shares — an estimated $169K sold.

Sowell Financial Services first reported a position in WT in Q3 2020 and held it in 5 quarters. The position peaked at $169K in Q1 2026. 312 funds tracked by Wall St. Rank hold WT as of Q2 2026.

Sowell Financial Services reported no remaining WisdomTree position as of Q2 2026 after selling out during the quarter.
Sowell Financial Services sold 11,589 WisdomTree shares in Q2 2026, an estimated $169K.
Sowell Financial Services first reported a position in WisdomTree in Q3 2020 and held it in 5 quarters.
Sowell Financial Services's WisdomTree position peaked at $169K in Q1 2026.
312 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.