Ownership history in Advisory Services Network, LLC · 31 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in WISDOMTREE TR (DWM). 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 | 1,200 | -2,371 | -66.4% | 0.00% | $79K | $65.78 |
| 2023 Q4 | REDUCED | 3,571 | -1,822 | -33.8% | 0.00% | $188K | $48.97 |
| 2023 Q3 | REDUCED | 5,393 | -5,657 | -51.2% | 0.01% | $261K | $44.76 |
| 2023 Q2 | ADDED | 11,050 | +1,532 | +16.1% | 0.01% | $553K | $46.00 |
| 2023 Q1 | REDUCED | 9,518 | -120 | -1.2% | 0.01% | $473K | $44.80 |
| 2022 Q4 | ADDED | 9,638 | +278 | +3.0% | 0.01% | $453K | $41.98 |
| 2022 Q3 | REDUCED | 9,360 | -215 | -2.2% | 0.01% | $376K | $35.60 |
| 2022 Q2 | REDUCED | 9,575 | -779 | -7.5% | 0.01% | $435K | $39.93 |
| 2022 Q1 | REDUCED | 10,354 | -100 | -1.0% | 0.02% | $546K | $45.27 |
| 2021 Q4 | REDUCED | 10,454 | -325 | -3.0% | 0.02% | $565K | $46.15 |
As of 2025 Q4 — sorted by position size