Ownership history in Advisory Services Network, LLC · 29 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in WISDOMTREE TR (AIVI). 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 Q3 | ADDED | 149 | +2 | +1.4% | 0.00% | $7K | $48.78 |
| 2023 Q4 | ADDED | 147 | +1 | +0.7% | 0.00% | $6K | $36.72 |
| 2023 Q1 | UNCHANGED | 146 | — | 0% | 0.00% | $6K | $33.78 |
| 2022 Q4 | REDUCED | 146 | -87 | -37.3% | 0.00% | $5K | $31.09 |
| 2021 Q2 | ADDED | 233 | +2 | +0.9% | 0.00% | $10K | $34.46 |
| 2020 Q4 | ADDED | 231 | +1 | +0.4% | 0.00% | $9K | $31.53 |
| 2020 Q3 | ADDED | 230 | +3 | +1.3% | 0.00% | $8K | $27.83 |
| 2020 Q1 | UNCHANGED | 227 | — | 0% | 0.00% | $7K | $23.74 |
| 2019 Q4 | ADDED | 227 | +3 | +1.3% | 0.00% | $10K | $31.93 |
| 2019 Q3 | UNCHANGED | 224 | — | 0% | 0.00% | $9K | $29.97 |
As of 2025 Q4 — sorted by position size