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Showing 8 of 9 quarters

Position history for Cresset Asset Management, LLCCresset Asset Management, LLC's holdings in WISDOMTREE TR

Cresset Asset Management, LLC holds 36,261 shares of WTPI (WISDOMTREE TR), worth $1.2M as of 2026-Q2. The position was increased (+11.2% shares). WTPI represents 0.0% of Cresset Asset Management, LLC's portfolio.

Current Value

$1.2M

Current Shares

36,261

Total Value Change

-$32,430

Total Shares Change

-640

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
36,261
+11.2%
$1.2M0.0%$32.14
28
2026-Q1
Increased
32,611
+3.5%
$1M0.0%$30.35
26
2025-Q4
Decreased
31,494
-11.0%
$1M0.0%$30.86
0
2025-Q3
Increased
35,387
+2.6%
$1.2M0.0%$29.76
26
2025-Q2
Decreased
34,486
-0.0%
$1.1M0.0%$27.81
0
2025-Q1
Increased
34,499
+0.5%
$1.1M0.0%$26.24
25
2024-Q4
Decreased
34,346
-6.9%
$1.1M0.0%$26.97
0
2024-Q3
Increased
36,901
+27.3%
$1.2M0.0%$26.28
31

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

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