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WTAIWTAI
5 quarters

Position history for ASSETMARK, INCASSETMARK, INC's holdings in WISDOMTREE TR

ASSETMARK, INC holds 240,093 shares of WTAI (WISDOMTREE TR), worth $11.4M as of 2026-Q2. The position was decreased (-40.0% shares). WTAI represents 0.0% of ASSETMARK, INC's portfolio.

Current Value

$11.4M

Current Shares

240,093

Total Value Change

+$11.4M

Total Shares Change

+239,988

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
240,093
-40.0%
$11.4M0.0%$47.47
0
2026-Q1
Increased
400,322
+3812x
$11.3M0.0%$28.79
45
2025-Q4
Unchanged
105
0.0%
$3,0600.0%$29.49
0
2025-Q3
Unchanged
105
0.0%
$2,9990.0%$28.16
0
2025-Q2
New
105
-
$2,5790.0%$23.88
19

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

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