EMMF — WISDOMTREE TR

Ownership history in CWM, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which CWM, LLC reported a position in WISDOMTREE TR (EMMF). 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
0.02% (2025 Q4)
Avg. % of fund
0.01%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 249,687 +124,372 +99.2% 0.02% $7.9M $31.54
2025 Q3 ADDED 125,315 +46,185 +58.4% 0.01% $3.8M $30.35
2025 Q2 INITIATED 79,130 — — 0.01% $2.3M $28.47
% of Fund (quarterly)    EMMF price (monthly, adj. close)

Other funds also holding EMMF

As of 2025 Q4 — sorted by position size

Trilogy Capital Inc. 3Y 7Y 2.52% Tidemark, LLC 2.2% BridgePort Financial Solutions, LLC 0.72% GREENWOOD CAPITAL ASSOCIATES LLC 3Y 7Y 0.13% United Advisor Group, LLC 0.08% Kestra Advisory Services, LLC 3Y 0.03% Cheviot Value Management, LLC 3Y 7Y 0.02% Glass Jacobson Investment Advisors llc 3Y 0.01% LPL Financial LLC 3Y 7Y 0.0% Princeton Global Asset Management LLC 3Y 7Y 0.0%
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