Ownership history in Corient Private Wealth LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Corient Private Wealth LLC reported a position in WISDOMTREE TR (EPS). 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 | 3,697 | -3,697 | -50.0% | 0.00% | $255K | $68.71 |
| 2025 Q2 | ADDED | 7,394 | +3,697 | +100.0% | 0.00% | $473K | $63.58 |
| 2025 Q1 | UNCHANGED | 3,697 | — | 0% | 0.00% | $219K | $58.67 |
| 2024 Q4 | REDUCED | 3,697 | -803 | -17.8% | 0.00% | $226K | $60.36 |
| 2024 Q3 | ADDED | 4,500 | +671 | +17.5% | 0.00% | $270K | $59.00 |
| 2024 Q2 | ADDED | 3,829 | +166 | +4.5% | 0.00% | $218K | $55.69 |
| 2024 Q1 | INITIATED | 3,663 | — | — | 0.00% | $203K | — |
As of 2025 Q4 — sorted by position size