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WTAIWTAI
Showing 8 of 11 quarters

Position history for COMMONWEALTH EQUITY SERVICES, LLCCOMMONWEALTH EQUITY SERVICES, LLC's holdings in WISDOMTREE TR

COMMONWEALTH EQUITY SERVICES, LLC holds 120,269 shares of WTAI (WISDOMTREE TR), worth $5.7M as of 2026-Q2. The position was increased (+1.7% shares). WTAI represents 0.0% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$5.7M

Current Shares

120,269

Total Value Change

+$4.6M

Total Shares Change

+63,202

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
120,269
+1.7%
$5.7M0.0%$47.47
28
2026-Q1
Increased
118,215
+5.9%
$3.3M0.0%$28.79
28
2025-Q4
Increased
111,618
+160.4%
$3.3M0.0%$29.49
43
2025-Q3
Decreased
42,864
-23.1%
$1.2M0.0%$28.16
0
2025-Q2
Decreased
55,741
-10.5%
$1.4M0.0%$23.88
0
2025-Q1
Increased
62,281
+46.6%
$1.2M0.0%$18.97
34
2024-Q4
Decreased
42,487
-25.6%
$935,0000.0%$21.77
0
2024-Q3
Increased
57,067
+15.2%
$1.1M0.0%$19.67
29

Other major holders of WTAI: LPL Financial LLC, AMERIPRISE FINANCIAL INC

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