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WisdomTree Investments shares owned by CWM Advisors

Quarter-by-quarter ownership of WisdomTree Investments (WT) shares owned by CWM Advisors from 13F filings

Historical chart of CWM Advisors investment in WisdomTree Investments

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Investments held by CWM Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Investments by CWM Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.1M 122k 16.94

More positions owned by CWM Advisors

Broadcom (AVGO)
Caterpillar (CAT)
Kla Corp Com New (KLAC)
Amphenol Corp Cl A (APH)
Arista Networks Com Shs (ANET)
Welltower Inc Com reit (WELL)
Exxon Mobil Corporation (XOM)
Interactive Brokers Group In Com Cl A (IBKR)
Parker-Hannifin Corporation (PH)
Fortinet
Vertiv Holdings Com Cl A (VRT)
Home Depot (HD)
Monolithic Power Systems (MPWR)
Progressive Corporation (PGR)
Western Digital (WDC)

View all positions for CWM Advisors

Top funds holding WisdomTree Investments

BlackRock
FMR
Invesco
Wellington Management Company
Vanguard Portfolio Management
Capital World Investors
Azora Capital
Vanguard Capital Management
State Street Corporation
Driehaus Capital Management
Dimensional Fund Advisors
Geode Capital Management
Simcoe Capital Management
UBS Group
Morgan Stanley

View all funds holding WisdomTree Investments