DNL WISDOMTREE TR

Ownership history in CEDRUS LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which CEDRUS LLC reported a position in WISDOMTREE TR (DNL). 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
3.74% (2024 Q1)
Avg. % of fund
3.5%
First filed
2023 Q4
Last filed
2024 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 203,241 +18,070 +9.8% 2.97% $8.0M $38.33
2024 Q2 ADDED 185,171 +8,955 +5.1% 3.62% $7.2M $37.87
2024 Q1 ADDED 176,216 +15,233 +9.5% 3.74% $6.9M $37.42
2023 Q4 INITIATED 160,983 3.69% $6.0M
% of Fund (quarterly)    DNL price (monthly, adj. close)
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