Ownership history in D.A. DAVIDSON & CO. · 10 quarters on record
This page tracks every 13F SEC filing in which D.A. DAVIDSON & CO. reported a position in WISDOMTREE TR (DXJS). 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 | ADDED | 52,408 | +3,856 | +7.9% | 0.01% | $2.4M | $46.40 |
| 2025 Q3 | REDUCED | 48,552 | -1,106 | -2.2% | 0.01% | $2.0M | $41.44 |
| 2025 Q2 | ADDED | 49,658 | +3,471 | +7.5% | 0.01% | $1.8M | $36.36 |
| 2025 Q1 | ADDED | 46,187 | +4,053 | +9.6% | 0.01% | $1.6M | $34.26 |
| 2024 Q4 | ADDED | 42,134 | +997 | +2.4% | 0.01% | $1.5M | $33.85 |
| 2024 Q3 | ADDED | 41,137 | +687 | +1.7% | 0.01% | $1.4M | $32.25 |
| 2024 Q2 | REDUCED | 40,450 | -898 | -2.2% | 0.01% | $1.4M | $33.15 |
| 2024 Q1 | ADDED | 41,348 | +6,110 | +17.3% | 0.01% | $1.4M | $31.72 |
| 2023 Q4 | ADDED | 35,238 | +15,857 | +81.8% | 0.01% | $1.1M | $28.04 |
| 2023 Q3 | INITIATED | 19,381 | — | — | 0.01% | $557K | — |
As of 2025 Q4 — sorted by position size