Ownership history in COMMONWEALTH EQUITY SERVICES, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which COMMONWEALTH EQUITY SERVICES, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 12,357 | -27,236 | -68.8% | 0.00% | $468K | $36.77 |
| 2025 Q2 | ADDED | 39,593 | +2,613 | +7.1% | 0.00% | $1.4M | $34.26 |
| 2025 Q1 | ADDED | 36,980 | +12,382 | +50.3% | 0.00% | $1.3M | $33.12 |
| 2024 Q4 | ADDED | 24,598 | +15,035 | +157.2% | 0.00% | $859K | $33.89 |
| 2024 Q3 | INITIATED | 9,563 | — | — | 0.00% | $340K | $33.26 |
As of 2025 Q4 — sorted by position size