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Showing 8 of 11 quarters

Position history for OneDigital Investment Advisors LLCOneDigital Investment Advisors LLC's holdings in WISDOMTREE TR

OneDigital Investment Advisors LLC holds 315,199 shares of WTMF (WISDOMTREE TR), worth $12.9M as of 2026-Q2. The position was decreased (-1.3% shares). WTMF represents 0.1% of OneDigital Investment Advisors LLC's portfolio.

Current Value

$12.9M

Current Shares

315,199

Total Value Change

-$5.2M

Total Shares Change

-195,089

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
315,199
-1.3%
$12.9M0.1%$40.85
0
2026-Q1
Decreased
319,248
-30.9%
$12.7M0.1%$39.32
0
2025-Q4
Decreased
462,241
-2.8%
$17.6M0.2%$38.27
0
2025-Q3
Decreased
475,576
-4.4%
$18M0.2%$36.76
0
2025-Q2
Decreased
497,698
-2.5%
$17.6M0.2%$34.33
0
2025-Q1
Decreased
510,539
-7.3%
$17.4M0.2%$33.31
0
2024-Q4
Increased
550,691
+7.9%
$19.2M0.2%$33.71
37
2024-Q3
Increased
510,288
+61.1%
$18.1M0.2%$33.36
49

Other major holders of WTMF: MORGAN STANLEY

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