WTMF — WISDOMTREE TR

Ownership history in Sequent Planning LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Sequent Planning 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
0.17% (2025 Q3)
Avg. % of fund
0.16%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 17,372 +1,444 +9.1% 0.17% $660K $38.02
2025 Q3 ADDED 15,928 +1,377 +9.5% 0.17% $603K $36.77
2025 Q2 ADDED 14,551 +1,398 +10.6% 0.16% $514K $34.26
2025 Q1 ADDED 13,153 +60 +0.5% 0.16% $449K $33.12
2 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% Columbus Macro, LLC 3Y 7Y 0.14%
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