Wealth Enhancement Advisory Services
WT icon

Wealth Enhancement Advisory Services’s WisdomTree WT Stock Holding History

Wealth Enhancement Advisory Services’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 		$199K Sell
44,256
-1,678
-4% -$29.7K ﹤0.01% 3589
2026
Q1 		$192K Buy
45,934
+31,348
+215% +$485K ﹤0.01% 3150
2025
Q4 		$217K Buy
14,586
+5,872
+67% +$70.9K ﹤0.01% 3205
2025
Q3 		$118K Buy
+8,714
New +$116K ﹤0.01% 3298

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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 $3.37T AUM 44.26% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Wealth Enhancement Advisory Services's WT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its WisdomTree (WT) stake by 3.7% in Q2 2026, selling an estimated $29.7K and leaving 44,256 shares worth $199K. The position accounts for ﹤0.01% of the portfolio, ranked #3589.

Wealth Enhancement Advisory Services first reported a position in WT in Q3 2025 and has held it in 4 quarters since. The position peaked at $217K in Q4 2025. 312 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 44,256 shares of WisdomTree worth $199K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,678 WisdomTree shares in Q2 2026, an estimated $29.7K.
  • WisdomTree made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3589 holding.
  • Wealth Enhancement Advisory Services first reported a position in WisdomTree in Q3 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Advisory Services's WisdomTree position peaked at $217K in Q4 2025.
  • 312 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.