DLN WISDOMTREE TR

Ownership history in Advisory Services Network, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in WISDOMTREE TR (DLN). 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
0.03% (2018 Q2)
Avg. % of fund
0.01%
First filed
2017 Q4
Last filed
2025 Q3
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 21 -144 -87.3% 0.00% $2K $86.40
2021 Q2 REDUCED 165 -39 -19.1% 0.00% $20K $54.24
2020 Q4 ADDED 204 +2 +1.0% 0.00% $22K $47.98
2020 Q3 REDUCED 202 -18 -8.2% 0.00% $20K $42.94
2020 Q1 REDUCED 220 -143 -39.4% 0.00% $18K $35.31
2019 Q4 ADDED 363 +308 +560.0% 0.00% $38K $45.87
2019 Q3 UNCHANGED 55 0% 0.00% $5K $42.60
2019 Q2 UNCHANGED 55 0% 0.00% $5K $41.39
2019 Q1 REDUCED 55 -111 -66.9% 0.00% $5K $39.96
2018 Q4 REDUCED 166 -3,500 -95.5% 0.00% $14K $35.58
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DLN price (monthly, adj. close)
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