DTH β€” WISDOMTREE TR

Ownership history in American Alpha Advisors, LLC  Β·  6 quarters on record

AI Ownership Summary

American Alpha Advisors, LLC reported WISDOMTREE TR (DTH) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 3.25% in 2025 Q3. The latest visible filing shows DTH at 2.85% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DTH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was American Alpha Advisors, LLC's position in WISDOMTREE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DTH was reported at 2.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.25% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How American Alpha Advisors, LLC held DTH β€” position size vs. price
% of Fund (quarterly)    DTH price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 87,692 -7,753 -8.1% 2.85% $4.5M 2026-02-14 (Est.) $55.93
2025 Q3 ADDED 95,445 +6,424 +7.2% 3.25% $4.7M 2025-10-29 $48.53
2025 Q2 ADDED 89,021 +76,786 +627.6% 3.23% $4.1M 2025-08-07 $47.05
2025 Q1 ADDED 12,235 +1,939 +18.8% 0.44% $520K 2025-05-12 $42.56
2024 Q4 REDUCED 10,296 -374 -3.5% 0.34% $389K 2025-02-11 $38.29
2024 Q3 INITIATED 10,670 β€” β€” 0.40% $442K 2024-11-13 $35.88

🏒 Other funds also holding DTH

As of 2026 Q1 β€” sorted by position size

Cooper Financial Group 3Y 7Y 0.43% Farther Finance Advisors, LLC 0.03% Noble Wealth Management PBC 0.01%

FAQ About American Alpha Advisors, LLC and DTH

These are the practical questions this page is built to answer before you even open the full history table.

How long has American Alpha Advisors, LLC reported owning DTH?

American Alpha Advisors, LLC reported DTH across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported DTH position in American Alpha Advisors, LLC's portfolio?

The largest reported portfolio weight for DTH was 3.25% in 2025 Q3.

What is the latest reported DTH position on this page?

The most recent filing on this page is 2025 Q4, when American Alpha Advisors, LLC reported 87,692 shares, equal to 2.85% of portfolio, with an estimated market value of $4.5M.

What does the chart on this DTH ownership page compare?

The chart compares American Alpha Advisors, LLC's quarterly DTH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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