Unique Wealth Strategies’s WisdomTree WT Stock Holding History

Unique Wealth Strategies’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	-32,788	Closed	-$477K	–	275
2026 Q1	$477K	Buy	+32,788	New	+$507K	0.19%	161

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 $3.38T AUM 44.17% 1-Year Est. Return

DCM

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

Unique Wealth Strategies's WT Position: Q2 2026 in Review

Unique Wealth Strategies sold out of WisdomTree (WT) in Q2 2026, closing a stake of 32,788 shares — an estimated $477K sold.

Unique Wealth Strategies first reported a position in WT in Q1 2026 and held it in 1 quarter. The position peaked at $477K in Q1 2026. 312 funds tracked by Wall St. Rank hold WT as of Q2 2026.

Unique Wealth Strategies reported no remaining WisdomTree position as of Q2 2026 after selling out during the quarter.
Unique Wealth Strategies sold 32,788 WisdomTree shares in Q2 2026, an estimated $477K.
Unique Wealth Strategies first reported a position in WisdomTree in Q1 2026 and held it in 1 quarter.
Unique Wealth Strategies's WisdomTree position peaked at $477K in Q1 2026.
312 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.