WT WISDOMTREE INVTS INC

Ownership history in Advisory Services Network, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in WISDOMTREE INVTS INC (WT). 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
0.01% (2024 Q1)
Avg. % of fund
0.01%
First filed
2016 Q3
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 831 -53,546 -98.5% 0.00% $12K $13.84
2024 Q3 UNCHANGED 54,377 0% 0.01% $539K $9.83
2024 Q2 REDUCED 54,377 -627 -1.1% 0.01% $539K $9.73
2024 Q1 REDUCED 55,004 -603 -1.1% 0.01% $505K $8.99
2023 Q4 ADDED 55,607 +55,407 +27703.5% 0.01% $385K $6.75
2021 Q2 REDUCED 200 -650 -76.5% 0.00% $1K $5.74
2016 Q3 INITIATED 850 0.00% $9K $8.48
% of Fund (quarterly)    WT price (monthly, adj. close)
← Back to Advisory Services Network, LLC Holdings