ROTHSCHILD INVESTMENT LLC

Position in WT — WisdomTree, Inc.

CIK 85338 CHICAGO, IL

Position in WT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$4,383,851

+$601,469 QoQ

Shares Held

258,787

-0.4% QoQ

Ownership

0.171%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#73

of 310 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $75,514,410 across 123 Asset Management names. WT ranks #3 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	240,474	$28,296,575
2	RVT	Royce Small-Cap Trust, Inc.	250,772	$4,631,758
3	WT	WisdomTree, Inc. This page	258,787	$4,383,851
4	KKR	KKR & Co. Inc.	43,559	$3,997,845
5	ARCC	Ares Capital Corp	174,299	$3,229,760
6	BLK	BlackRock, Inc.	2,476	$2,380,822
7	AMP	Ameriprise Financial Inc	5,178	$2,375,459
8	OWL	Blue Owl Capital Inc.	262,486	$2,296,752

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,383,851	258,787	-0.4%	Shares	Sole	2026-08-06
2026-03-31	$3,782,382	259,779	-1.6%	Shares	Sole	2026-05-07
2025-12-31	$3,218,659	264,041	-2.0%	Shares	Sole	2026-02-10
2025-09-30	$3,744,715	269,404	+0.2%	Shares	Sole	2025-11-07
2025-06-30	$3,096,051	268,988	-1.9%	Shares	Sole	2025-08-11
2025-03-31	$2,445,489	274,158	+12.0%	Shares	Sole	2025-04-08
2024-12-31	$2,570,011	244,763	+7.3%	Shares	Sole	2025-02-04
2024-09-30	$2,279,328	228,161	+1.3%	Shares	Sole	2024-10-18
2024-06-30	$2,232,980	225,326	+1408187.5%	Shares	Sole	2024-07-31
2024-03-31	$147	16	+1500.0%	Shares	Sole	2024-07-31
2023-12-31	$6	1	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.