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 (DON). 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 | REDUCED | 1,530 | -537 | -26.0% | 0.00% | $80K | $51.84 |
| 2023 Q4 | REDUCED | 2,067 | -1,343 | -39.4% | 0.00% | $94K | $43.47 |
| 2023 Q1 | REDUCED | 3,410 | -2,647 | -43.7% | 0.00% | $140K | $38.28 |
| 2022 Q4 | REDUCED | 6,057 | -7,844 | -56.4% | 0.01% | $249K | $38.22 |
| 2021 Q2 | ADDED | 13,901 | +12,071 | +659.6% | 0.02% | $583K | $37.41 |
| 2020 Q4 | UNCHANGED | 1,830 | — | 0% | 0.00% | $64K | $30.79 |
| 2020 Q3 | REDUCED | 1,830 | -1,050 | -36.5% | 0.00% | $53K | $25.32 |
| 2020 Q1 | UNCHANGED | 2,880 | — | 0% | 0.00% | $70K | $20.86 |
| 2019 Q4 | ADDED | 2,880 | +300 | +11.6% | 0.01% | $110K | $32.55 |
| 2019 Q3 | UNCHANGED | 2,580 | — | 0% | 0.01% | $93K | $30.83 |
As of 2025 Q4 — sorted by position size