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6 quarters

Position history for FWFocus Partners Wealth's holdings in WISDOMTREE TR

Focus Partners Wealth holds 17,400 shares of WTAI (WISDOMTREE TR), worth $826,014 as of 2026-Q2. The position was increased (+0.8% shares). WTAI represents 0.0% of Focus Partners Wealth's portfolio.

Current Value

$826,014

Current Shares

17,400

Total Value Change

+$537,366

Total Shares Change

+2,208

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
17,400
+0.8%
$826,0140.0%$47.47
25
2026-Q1
Decreased
17,255
-7.2%
$487,1090.0%$28.79
0
2025-Q4
New
18,583
-
$541,5320.0%$29.49
34
2025-Q3
Exited
0
-100.0%
$00.0%$28.16
0
2025-Q2
Decreased
14,761
-2.8%
$362,5310.0%$23.88
0
2025-Q1
New
15,192
-
$288,6480.0%$18.97
32

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

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