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Transamerica Financial Advisors’s WisdomTree WT Stock Holding History

Transamerica Financial Advisors’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 		$36K Sell
2,128
-237
-10% -$4.2K ﹤0.01% 752
2026
Q1 		$34.4K Buy
2,365
+749
+46% +$11.6K ﹤0.01% 702
2025
Q4 		$19.7K Buy
1,616
+224
+16% +$2.71K ﹤0.01% 725
2025
Q3 		$19.3K Buy
+1,392
New +$18.6K ﹤0.01% 614

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 $3.38T AUM 44.17% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Transamerica Financial Advisors's WT Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its WisdomTree (WT) stake by 10% in Q2 2026, selling an estimated $4.2K and leaving 2,128 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Transamerica Financial Advisors first reported a position in WT in Q3 2025 and has held it in 4 quarters since. 312 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Transamerica Financial Advisors held 2,128 shares of WisdomTree worth $36K as of Q2 2026.
  • Transamerica Financial Advisors sold 237 WisdomTree shares in Q2 2026, an estimated $4.2K.
  • WisdomTree made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #752 holding.
  • Transamerica Financial Advisors first reported a position in WisdomTree in Q3 2025 and has held it in 4 quarters since.
  • 312 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.