TD Private Client Wealth’s WisdomTree WT Stock Holding History

TD Private Client Wealth’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
2025 Q4	–	Sell	-46	Closed	-$639	–	1729
2025 Q3	$639	Buy	+46	New	+$615	﹤0.01%	1411

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

ACL

Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

SCM

Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

TD Private Client Wealth's WT Position: Q4 2025 in Review

TD Private Client Wealth sold out of WisdomTree (WT) in Q4 2025, closing a stake of 46 shares — an estimated $639 sold.

TD Private Client Wealth first reported a position in WT in Q3 2025 and held it in 1 quarter. The position peaked at $639 in Q3 2025. 288 funds tracked by Wall St. Rank hold WT as of Q4 2025.

TD Private Client Wealth reported no remaining WisdomTree position as of Q4 2025 after selling out during the quarter.
TD Private Client Wealth sold 46 WisdomTree shares in Q4 2025, an estimated $639.
TD Private Client Wealth first reported a position in WisdomTree in Q3 2025 and held it in 1 quarter.
TD Private Client Wealth's WisdomTree position peaked at $639 in Q3 2025.
288 funds tracked by Wall St. Rank held WisdomTree as of Q4 2025.

Based on TD Private Client Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.