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Showing 8 of 12 quarters

Position history for Cetera Investment AdvisersCetera Investment Advisers's holdings in WISDOMTREE TR

Cetera Investment Advisers holds 221,580 shares of WTPI (WISDOMTREE TR), worth $7.3M as of 2026-Q2. The position was increased (+17.9% shares). WTPI represents 0.0% of Cetera Investment Advisers's portfolio.

Current Value

$7.3M

Current Shares

221,580

Total Value Change

+$5.3M

Total Shares Change

+161,172

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
221,580
+17.9%
$7.3M0.0%$32.14
32
2026-Q1
Increased
187,979
+12.6%
$6M0.0%$30.35
31
2025-Q4
Decreased
166,888
-3.8%
$5.5M0.0%$30.86
0
2025-Q3
Decreased
173,431
-4.2%
$5.8M0.0%$29.76
0
2025-Q2
Increased
181,006
+28.3%
$5.8M0.0%$27.81
34
2025-Q1
Increased
141,095
+149.1%
$4.4M0.0%$26.24
43
2024-Q4
Decreased
56,642
-6.2%
$1.9M0.0%$26.97
0
2024-Q3
Increased
60,408
+33.8%
$2M0.0%$26.28
33

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

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