Commonwealth Equity Services’s WisdomTree Core Laddered Municipal Fund WTMU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.01M Sell
41,488
-883
-2% -$22.2K ﹤0.01% 2669
2026
Q2
$1.09M Buy
42,371
+10,169
+32% +$261K ﹤0.01% 2660
2026
Q1
$824K Buy
32,202
+5,792
+22% +$151K ﹤0.01% 2767
2025
Q4
$683K Buy
26,410
+6,817
+35% +$176K ﹤0.01% 2906
2025
Q3
$503K Buy
+19,593
New +$498K ﹤0.01% 3170

Other funds holding WTMU

Commonwealth Equity Services's WTMU Position: Q3 2026 in Review

Commonwealth Equity Services reduced its WisdomTree Core Laddered Municipal Fund (WTMU) stake by 2.1% in Q3 2026, selling an estimated $22.2K and leaving 41,488 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2669.

Commonwealth Equity Services first reported a position in WTMU in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.09M in Q2 2026. 2 funds tracked by Wall St. Rank hold WTMU as of Q3 2026.

  • Commonwealth Equity Services held 41,488 shares of WisdomTree Core Laddered Municipal Fund worth $1.01M as of Q3 2026.
  • Commonwealth Equity Services sold 883 WisdomTree Core Laddered Municipal Fund shares in Q3 2026, an estimated $22.2K.
  • WisdomTree Core Laddered Municipal Fund made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #2669 holding.
  • Commonwealth Equity Services first reported a position in WisdomTree Core Laddered Municipal Fund in Q3 2025 and has held it in 5 quarters since.
  • Commonwealth Equity Services's WisdomTree Core Laddered Municipal Fund position peaked at $1.09M in Q2 2026.
  • 2 funds tracked by Wall St. Rank held WisdomTree Core Laddered Municipal Fund as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.