Ownership history in Core Wealth Partners LLC · 12 quarters on record
This page tracks every 13F SEC filing in which Core Wealth Partners LLC reported a position in WISDOMTREE TR (DFJ). 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 Q4 | UNCHANGED | 3,500 | — | 0% | 0.15% | $337K | $96.34 |
| 2025 Q3 | UNCHANGED | 3,500 | — | 0% | 0.15% | $332K | $93.49 |
| 2025 Q2 | UNCHANGED | 3,500 | — | 0% | 0.15% | $300K | $84.40 |
| 2025 Q1 | UNCHANGED | 3,500 | — | 0% | 0.16% | $277K | $77.07 |
| 2024 Q4 | UNCHANGED | 3,500 | — | 0% | 0.15% | $263K | $73.04 |
| 2024 Q3 | UNCHANGED | 3,500 | — | 0% | 0.17% | $282K | $77.40 |
| 2024 Q2 | UNCHANGED | 3,500 | — | 0% | 0.18% | $263K | $72.06 |
| 2024 Q1 | UNCHANGED | 3,500 | — | 0% | 0.20% | $271K | $73.91 |
| 2023 Q4 | UNCHANGED | 3,500 | — | 0% | 0.21% | $262K | $71.05 |
| 2023 Q3 | UNCHANGED | 3,500 | — | 0% | 0.22% | $241K | $64.90 |
As of 2025 Q4 — sorted by position size