Ownership history in Csenge Advisory Group · 24 quarters on record
This page tracks every 13F SEC filing in which Csenge Advisory Group reported a position in WISDOMTREE TR (EPI). 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 | ADDED | 17,663 | +8,838 | +100.1% | 0.04% | $781K | $44.20 |
| 2025 Q2 | REDUCED | 8,825 | -2,541 | -22.4% | 0.02% | $408K | $47.47 |
| 2025 Q1 | REDUCED | 11,366 | -19,302 | -62.9% | 0.03% | $501K | $43.71 |
| 2024 Q4 | ADDED | 30,668 | +5,464 | +21.7% | 0.08% | $1.4M | $45.27 |
| 2024 Q3 | REDUCED | 25,204 | -3,051 | -10.8% | 0.06% | $1.2M | $50.33 |
| 2024 Q2 | REDUCED | 28,255 | -26,079 | -48.0% | 0.08% | $1.4M | $48.15 |
| 2024 Q1 | ADDED | 54,334 | +23,549 | +76.5% | 0.13% | $2.4M | $43.45 |
| 2023 Q4 | ADDED | 30,785 | +16,969 | +122.8% | 0.08% | $1.3M | $40.89 |
| 2023 Q3 | REDUCED | 13,816 | -2,039 | -12.9% | 0.03% | $508K | $36.66 |
| 2023 Q2 | ADDED | 15,855 | +1,351 | +9.3% | 0.04% | $552K | $34.71 |
As of 2025 Q4 — sorted by position size