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5 quarters

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

AXXCESS WEALTH MANAGEMENT, LLC holds 116,832 shares of WTV (WISDOMTREE TR), worth $11.9M as of 2026-Q2. This is a new position. WTV represents 0.2% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.

Current Value

$11.9M

Current Shares

116,832

Total Value Change

+$1.5M

Total Shares Change

-3,314

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
116,832
-
$11.9M0.2%$101.72
46
2026-Q1
Exited
0
-100.0%
$00.0%$98.63
0
2025-Q4
Decreased
119,111
-2.6%
$11.1M0.2%$93.98
0
2025-Q3
Increased
122,314
+1.8%
$11.1M0.2%$90.56
34
2025-Q2
New
120,146
-
$10.4M0.2%$85.14
46

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

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