DFJ — WISDOMTREE TR

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 (DFJ). 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
0.02% (2013 Q4)
Avg. % of fund
0.0%
First filed
2013 Q4
Last filed
2025 Q3
Quarters held
29
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 125 — 0% 0.00% $12K $93.49
2023 Q4 UNCHANGED 125 — 0% 0.00% $9K $71.05
2023 Q1 UNCHANGED 125 — 0% 0.00% $8K $62.47
2022 Q4 UNCHANGED 125 — 0% 0.00% $8K $58.33
2021 Q2 UNCHANGED 125 — 0% 0.00% $9K $65.62
2020 Q4 UNCHANGED 125 — 0% 0.00% $9K $63.86
2020 Q3 UNCHANGED 125 — 0% 0.00% $9K $60.84
2020 Q1 UNCHANGED 125 — 0% 0.00% $7K $49.82
2019 Q4 UNCHANGED 125 — 0% 0.00% $9K $63.04
2019 Q3 UNCHANGED 125 — 0% 0.00% $8K $58.30
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFJ price (monthly, adj. close)

Other funds also holding DFJ

As of 2025 Q4 — sorted by position size

Barry Investment Advisors, LLC 3Y 7Y 1.83% Sankala Group LLC 1.53% SACHEM HILL LLC 1.09% Motley Fool Wealth Management, LLC 3Y 7Y 0.91% SCHWERIN BOYLE CAPITAL MANAGEMENT INC 3Y 7Y 0.62% NKCFO LLC 3Y 7Y 0.58% Core Wealth Partners LLC 3Y 0.15% ROBERTS GLORE & CO INC /IL/ 3Y 7Y 0.13% Maridea Wealth Management LLC 0.12% Avestar Capital, LLC 3Y 7Y 0.1%
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