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8 quarters

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

ASSETMARK, INC holds 30,913 shares of WTMF (WISDOMTREE TR), worth $1.3M as of 2026-Q2. The position was increased (+299x shares). WTMF represents 0.0% of ASSETMARK, INC's portfolio.

Current Value

$1.3M

Current Shares

30,913

Total Value Change

+$1.2M

Total Shares Change

+29,991

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
30,913
+299x
$1.3M0.0%$40.85
41
2026-Q1
Unchanged
103
0.0%
$4,0880.0%$39.32
0
2025-Q4
Unchanged
103
0.0%
$3,9160.0%$38.27
0
2025-Q3
Unchanged
103
0.0%
$3,9020.0%$36.76
0
2025-Q2
Unchanged
103
0.0%
$3,6370.0%$34.33
0
2025-Q1
New
103
-
$3,5150.0%$33.31
21
2024-Q4
Exited
0
-100.0%
$00.0%$33.71
0
2024-Q3
New
922
-
$32,7500.0%$33.36
27

Other major holders of WTMF: MORGAN STANLEY

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