Personal Cfo Solutions, LLC
- SEC CIK
- 0001677501
- Latest filing
- Aug 7, 2026
WT holding history
WisdomTree, Inc. in every 13F filed by Personal Cfo Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
WT overviewAll 13F holders of WTFull Q2 2026 holdings
- Shares (Q2 2026)
- 28,664
- Value
- $485.6K
- % of portfolio
- 0.1%
- Quarters held
- 6
- Since Q1 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 28,664 | $485.6K | 0.1% | +251+0.9% | Added | Holders |
| Q1 2026 | 28,413 | $413.7K | 0.1% | +6,321+28.6% | Added | Holders |
| Q4 2025 | 22,092 | $269.3K | <0.1% | +4,628+26.5% | Added | Holders |
| Q3 2025 | 17,464 | $242.7K | <0.1% | +4,042+30.1% | Added | Holders |
| Q2 2025 | 13,422 | $154.5K | <0.1% | +986+7.9% | Added | Holders |
| Q1 2025 | 12,436 | $110.9K | <0.1% | +12,436 | New | Holders |