Ownership history in Advisory Services Network, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in WISDOMTREE TR (DNL). 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 | 1,267 | +1,240 | +4592.6% | 0.00% | $51K | $40.26 |
| 2020 Q3 | ADDED | 27 | +1 | +3.8% | 0.00% | $2K | $29.29 |
| 2020 Q1 | UNCHANGED | 26 | — | 0% | 0.00% | $1K | $22.96 |
| 2019 Q4 | REDUCED | 26 | -374 | -93.5% | 0.00% | $2K | $28.42 |
| 2019 Q3 | UNCHANGED | 400 | — | 0% | 0.00% | $23K | $25.01 |
| 2019 Q2 | UNCHANGED | 400 | — | 0% | 0.00% | $23K | $24.60 |
| 2019 Q1 | UNCHANGED | 400 | — | 0% | 0.00% | $22K | $23.64 |
| 2018 Q4 | INITIATED | 400 | — | — | 0.00% | $20K | $20.86 |
As of 2025 Q4 — sorted by position size