CLG LLC WTIP — WISDOMTREE TR

Ownership history in CLG LLC  ·  1 quarter on record

AI Ownership Summary

CLG LLC reported WISDOMTREE TR (WTIP) in 1 quarterly 13F filing from 2026 Q3 through 2026 Q3. Peak portfolio weight reached 0.68% in 2026 Q3. The latest visible filing shows WTIP at 0.68% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WTIP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CLG LLC's position in WISDOMTREE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

WTIP was reported at 0.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.68% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CLG LLC held WTIP — position size vs. price
% of Fund (quarterly)    WTIP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 INITIATED — — — 88,625 — — 0.68% $3.3M 2026-10-13 $37.39

🏢 Other funds also holding WTIP

As of 2026 Q3 — sorted by position size

Insight Wealth Strategies, LLC 3Y 7Y 0.08% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0%

FAQ About CLG LLC and WTIP

These are the practical questions this page is built to answer before you even open the full history table.

How long has CLG LLC reported owning WTIP?

CLG LLC reported WTIP across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported WTIP position in CLG LLC's portfolio?

The largest reported portfolio weight for WTIP was 0.68% in 2026 Q3.

What is the latest reported WTIP position on this page?

The most recent filing on this page is 2026 Q3, when CLG LLC reported 88,625 shares, equal to 0.68% of portfolio, with an estimated market value of $3.3M.

What does the chart on this WTIP ownership page compare?

The chart compares CLG LLC's quarterly WTIP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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