Ownership history in Advisory Services Network, LLC · 27 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in WISDOMTREE TR (EPI). 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 | 1,088 | -27,888 | -96.2% | 0.00% | $48K | $44.20 |
| 2024 Q4 | REDUCED | 28,976 | -24,307 | -45.6% | 0.02% | $1.3M | $45.27 |
| 2024 Q3 | UNCHANGED | 53,283 | — | 0% | 0.05% | $2.6M | $50.33 |
| 2024 Q2 | ADDED | 53,283 | +9,073 | +20.5% | 0.05% | $2.6M | $48.15 |
| 2024 Q1 | ADDED | 44,210 | +22,922 | +107.7% | 0.04% | $1.9M | $43.45 |
| 2023 Q4 | REDUCED | 21,288 | -23 | -0.1% | 0.02% | $873K | $40.89 |
| 2023 Q3 | ADDED | 21,311 | +20,504 | +2540.8% | 0.02% | $783K | $36.66 |
| 2023 Q1 | UNCHANGED | 807 | — | 0% | 0.00% | $25K | $31.40 |
| 2022 Q4 | REDUCED | 807 | -4,798 | -85.6% | 0.00% | $26K | $32.45 |
| 2022 Q1 | ADDED | 5,605 | +5,418 | +2897.3% | 0.01% | $202K | $33.73 |
As of 2025 Q4 — sorted by position size