WTMF — WISDOMTREE TR

Ownership history in Advisor Resource Council  ·  1 quarter on record

This page tracks every 13F SEC filing in which Advisor Resource Council reported a position in WISDOMTREE TR (WTMF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.21% (2025 Q4)
Avg. % of fund
0.21%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 15,476 — — 0.21% $598K $38.02
% of Fund (quarterly)    WTMF price (monthly, adj. close)

Other funds also holding WTMF

As of 2025 Q4 — sorted by position size

Tidemark, LLC 2.71% Stewardship Advisors, LLC 3Y 2.46% Comprehensive Wealth Management, LLC 0.6% Avestar Capital, LLC 3Y 7Y 0.32% Endowment Wealth Management, Inc. 3Y 0.31% Asset Allocation Strategies LLC 3Y 0.22% Empirical Asset Management, LLC 3Y 0.19% OneDigital Investment Advisors LLC 3Y 7Y 0.17% Sequent Planning LLC 0.17% Columbus Macro, LLC 3Y 7Y 0.14%
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