Team Financial Group’s WisdomTree WT Stock Holding History

Team Financial Group’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	-2,000	Closed	-$29.1K	–	258
2026 Q1	$29.1K	Buy	+2,000	New	+$30.9K	0.01%	142

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 $3.37T AUM 44.26% 1-Year Est. Return

DCM

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

Team Financial Group's WT Position: Q2 2026 in Review

Team Financial Group sold out of WisdomTree (WT) in Q2 2026, closing a stake of 2,000 shares — an estimated $29.1K sold.

Team Financial Group first reported a position in WT in Q1 2026 and held it in 1 quarter. The position peaked at $29.1K in Q1 2026. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

Team Financial Group reported no remaining WisdomTree position as of Q2 2026 after selling out during the quarter.
Team Financial Group sold 2,000 WisdomTree shares in Q2 2026, an estimated $29.1K.
Team Financial Group first reported a position in WisdomTree in Q1 2026 and held it in 1 quarter.
Team Financial Group's WisdomTree position peaked at $29.1K in Q1 2026.
310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.