True Wealth Design’s WisdomTree WT Stock Holding History

True Wealth Design’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	$915	Hold	54	–	–	﹤0.01%	2019
2026 Q1	$787	Hold	54	–	–	﹤0.01%	1891
2025 Q4	$659	Hold	54	–	–	﹤0.01%	1858
2025 Q3	$751	Hold	54	–	–	﹤0.01%	1859
2025 Q2	$622	Buy	54 +17	+46%	+$159	﹤0.01%	1649
2025 Q1	$331	Buy	37 +32	+640%	+$298	﹤0.01%	1734
2024 Q4	$53	Buy	+5	New	+$54	﹤0.01%	1312

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

True Wealth Design's WT Position: Q2 2026 in Review

True Wealth Design held its WisdomTree (WT) position steady in Q2 2026 at 54 shares worth $915. The position accounts for ﹤0.01% of the portfolio, ranked #2019.

True Wealth Design first reported a position in WT in Q4 2024 and has held it in 7 quarters since. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

True Wealth Design held 54 shares of WisdomTree worth $915 as of Q2 2026.
True Wealth Design left its WisdomTree share count unchanged in Q2 2026.
WisdomTree made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2019 holding.
True Wealth Design first reported a position in WisdomTree in Q4 2024 and has held it in 7 quarters since.
310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.