Ownership history in CWM, LLC · 4 quarters on record
This page tracks every 13F SEC filing in which CWM, LLC reported a position in WISDOMTREE TR (WTRE). 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 | UNCHANGED | 387 | — | 0% | 0.00% | $8K | $21.29 |
| 2025 Q3 | UNCHANGED | 387 | — | 0% | 0.00% | $9K | $21.96 |
| 2025 Q2 | UNCHANGED | 387 | — | 0% | 0.00% | $8K | $19.13 |
| 2025 Q1 | INITIATED | 387 | — | — | 0.00% | $7K | $16.93 |
As of 2025 Q4 — sorted by position size