DFE — WISDOMTREE TR

Ownership history in Corient Private Wealth LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Corient Private Wealth LLC reported a position in WISDOMTREE TR (DFE). 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 3,137 -6,291 -66.7% 0.00% $221K $69.54
2024 Q2 REDUCED 9,428 -200 -2.1% 0.00% $562K $55.74
2024 Q1 UNCHANGED 9,628 — 0% 0.00% $575K $54.71
2023 Q4 ADDED 9,628 +975 +11.3% 0.00% $574K $54.40
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% of Fund (quarterly)    DFE price (monthly, adj. close)

Other funds also holding DFE

As of 2025 Q4 — sorted by position size

Virtus Family Office LLC 3Y 1.64% COURIER CAPITAL LLC 3Y 7Y 0.3% Hedges Asset Management LLC 3Y 0.25% Lynx Investment Advisory 0.22% FLOW TRADERS U.S. LLC 3Y 7Y 0.17% 3EDGE Asset Management, LP 3Y 7Y 0.15% Financial Perspectives, Inc 0.12% Sovereign Financial Group, Inc. 3Y 0.07% Front Row Advisors LLC 3Y 7Y 0.03% Dunhill Financial, LLC 0.02%
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