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Wedbush Securities’s WisdomTree WT Stock Holding History

Wedbush Securities’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 		$256K Sell
15,130
-1,138
-7% -$20.1K 0.01% 1058
2026
Q1 		$237K Buy
16,268
+3,092
+23% +$47.8K 0.01% 1025
2025
Q4 		$161K Buy
13,176
+1,826
+16% +$22.1K ﹤0.01% 1142
2025
Q3 		$158K Buy
+11,350
New +$152K 0.01% 1099

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

Wedbush Securities's WT Position: Q2 2026 in Review

Wedbush Securities reduced its WisdomTree (WT) stake by 7% in Q2 2026, selling an estimated $20.1K and leaving 15,130 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #1058.

Wedbush Securities 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.

  • Wedbush Securities held 15,130 shares of WisdomTree worth $256K as of Q2 2026.
  • Wedbush Securities sold 1,138 WisdomTree shares in Q2 2026, an estimated $20.1K.
  • WisdomTree made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #1058 holding.
  • Wedbush Securities 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 Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.