WTMF — WISDOMTREE TR

Ownership history in Columbus Macro, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Columbus Macro, LLC 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
0.14% (2025 Q4)
Avg. % of fund
0.12%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 33,916 +2,019 +6.3% 0.14% $1.3M $38.02
2025 Q3 ADDED 31,897 +3,385 +11.9% 0.14% $1.2M $36.77
2025 Q2 ADDED 28,512 +2,421 +9.3% 0.12% $1.0M $34.26
2025 Q1 ADDED 26,091 +19,941 +324.2% 0.12% $890K $33.12
2023 Q4 INITIATED 6,150 — — 0.08% $215K —
% 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% Advisor Resource Council 3Y 0.21% Empirical Asset Management, LLC 3Y 0.19% OneDigital Investment Advisors LLC 3Y 7Y 0.17% Sequent Planning LLC 0.17%
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