Ownership history in Comprehensive Wealth Management, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Comprehensive Wealth Management, 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 Q4 | ADDED | 26,760 | +4,541 | +20.4% | 0.60% | $1.0M | $38.02 |
| 2025 Q3 | ADDED | 22,219 | +9,242 | +71.2% | 0.60% | $842K | $36.77 |
| 2025 Q2 | REDUCED | 12,977 | -41,234 | -76.1% | 0.37% | $458K | $34.26 |
| 2024 Q4 | REDUCED | 54,211 | -1,667 | -3.0% | 1.42% | $1.9M | $33.89 |
| 2024 Q3 | ADDED | 55,878 | +3,800 | +7.3% | 1.29% | $2.0M | $33.26 |
| 2024 Q2 | ADDED | 52,078 | +2,316 | +4.7% | 1.38% | $1.9M | $33.97 |
| 2024 Q1 | REDUCED | 49,762 | -414,949 | -89.3% | 1.45% | $1.9M | $35.12 |
| 2023 Q4 | INITIATED | 464,711 | — | — | 19.37% | $19.2M | — |
As of 2025 Q4 — sorted by position size