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Showing 8 of 31 quarters

Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in WISDOMTREE TR

ENVESTNET ASSET MANAGEMENT INC holds 33,982 shares of WTPI (WISDOMTREE TR), worth $1.1M as of 2026-Q2. The position was decreased (-28.9% shares). WTPI represents 0.0% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$1.1M

Current Shares

33,982

Total Value Change

+$513,069

Total Shares Change

+15,818

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
33,982
-28.9%
$1.1M0.0%$32.14
0
2026-Q1
Decreased
47,786
-52.3%
$1.5M0.0%$30.35
0
2025-Q4
Increased
100,253
+50.9%
$3.3M0.0%$30.86
37
2025-Q3
Increased
66,428
+81.5%
$2.2M0.0%$29.76
40
2025-Q2
Decreased
36,604
-46.4%
$1.2M0.0%$27.81
0
2025-Q1
Increased
68,235
+2.7%
$2.1M0.0%$26.24
27
2024-Q4
Increased
66,447
+265.8%
$2.2M0.0%$26.97
42
2024-Q3
Decreased
18,164
-14.4%
$601,2150.0%$26.28
0

Other major holders of WTPI: LPL Financial LLC, MORGAN STANLEY

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