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Synergy Asset Management’s WisdomTree WT Stock Holding History

Synergy Asset Management’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 		$224K Buy
+13,236
New +$234K 0.02% 243

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Capital World Investors
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ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
Vanguard Capital Management
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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

Synergy Asset Management's WT Position: Q2 2026 in Review

Synergy Asset Management opened a new position in WisdomTree (WT) in Q2 2026: 13,236 shares worth $224K. The stake represents 0.02% of the portfolio and ranks #243 among its holdings.

310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Synergy Asset Management held 13,236 shares of WisdomTree worth $224K as of Q2 2026.
  • WisdomTree was a new Synergy Asset Management position in Q2 2026.
  • WisdomTree made up 0.02% of Synergy Asset Management's portfolio in Q2 2026, its #243 holding.
  • 310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.