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WTVWTV
6 quarters

Position history for AXXCESS WEALTH MANAGEMENT, LLCAXXCESS WEALTH MANAGEMENT, LLC's holdings in WISDOMTREE TR

No. Axxcess Wealth Management exited its WTV position in Q3 2026. Its Q2 2026 13F listed 116,832 shares worth $11.9M. Axxcess Wealth Management first reported WTV in Q2 2025 and held it in 4 quarterly 13F filings.

Final Value

$0

Final Shares

0

Total Value Change

-$10.4M

Total Shares Change

-120,146

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Exited
0
-100.0%
$00.0%$102.44
0
2026-Q2
New
116,832
-
$11.9M0.2%$101.19
46
2026-Q1
Exited
0
-100.0%
$00.0%$93.70
0
2025-Q4
Decreased
119,111
-2.6%
$11.1M0.2%$91.78
0
2025-Q3
Increased
122,314
+1.8%
$11.1M0.2%$89.07
34
2025-Q2
New
120,146
-
$10.4M0.2%$84.21
46

Other major holders of WTV: LPL Financial LLC, RAYMOND JAMES FINANCIAL INC

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