WTMF — WISDOMTREE TR

Ownership history in O'Dell Group, LLC  ·  28 quarters on record

This page tracks every 13F SEC filing in which O'Dell Group, 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
3.51% (2018 Q4)
Avg. % of fund
2.13%
First filed
2018 Q4
Last filed
2025 Q3
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 319,746 +7,677 +2.5% 2.60% $12.1M $36.77
2025 Q2 ADDED 312,069 +2,416 +0.8% 2.75% $11.0M $34.26
2025 Q1 REDUCED 309,653 -6,984 -2.2% 2.74% $10.6M $33.12
2024 Q4 ADDED 316,637 +231 +0.1% 2.49% $11.1M $33.89
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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