Ownership history in Corient Private Wealth LLC · 11 quarters on record
This page tracks every 13F SEC filing in which Corient Private Wealth LLC reported a position in WISDOMTREE TR (DHS). 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 | 13,774 | -19,450 | -58.5% | 0.00% | $1.4M | $99.45 |
| 2025 Q2 | ADDED | 33,224 | +15,111 | +83.4% | 0.00% | $3.2M | $93.94 |
| 2025 Q1 | REDUCED | 18,113 | -3,290 | -15.4% | 0.00% | $1.8M | $96.09 |
| 2024 Q4 | REDUCED | 21,403 | -7,457 | -25.8% | 0.00% | $2.0M | $89.92 |
| 2024 Q2 | REDUCED | 28,860 | -12,069 | -29.5% | 0.00% | $2.4M | $79.89 |
| 2024 Q1 | REDUCED | 40,929 | -21,360 | -34.3% | 0.01% | $3.5M | $80.91 |
| 2023 Q4 | REDUCED | 62,289 | -5,372 | -7.9% | 0.01% | $5.1M | $76.19 |
| 2023 Q3 | REDUCED | 67,661 | -193 | -0.3% | 0.01% | $5.3M | $71.44 |
| 2023 Q2 | REDUCED | 67,854 | -74 | -0.1% | 0.01% | $5.4M | $72.06 |
| 2023 Q1 | ADDED | 67,928 | +11,091 | +19.5% | 0.02% | $5.6M | $73.73 |
As of 2025 Q4 — sorted by position size