Ownership history in DRIVE WEALTH MANAGEMENT, LLC · 10 quarters on record
This page tracks every 13F SEC filing in which DRIVE WEALTH MANAGEMENT, LLC reported a position in WISDOMTREE TR (DEM). 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 | 16,188 | -14,950 | -48.0% | 0.16% | $744K | $45.52 |
| 2025 Q2 | REDUCED | 31,138 | -652 | -2.1% | 0.31% | $1.4M | $44.06 |
| 2025 Q1 | REDUCED | 31,790 | -165 | -0.5% | 0.31% | $1.3M | $40.42 |
| 2024 Q4 | ADDED | 31,955 | +3,321 | +11.6% | 0.32% | $1.3M | $38.51 |
| 2024 Q3 | ADDED | 28,634 | +771 | +2.8% | 0.33% | $1.3M | $41.66 |
| 2024 Q2 | ADDED | 27,863 | +1,434 | +5.4% | 0.33% | $1.2M | $40.04 |
| 2024 Q1 | ADDED | 26,429 | +713 | +2.8% | 0.31% | $1.1M | $38.12 |
| 2023 Q4 | ADDED | 25,716 | +14,770 | +134.9% | 0.34% | $1.0M | $36.87 |
| 2023 Q3 | ADDED | 10,946 | +4,202 | +62.3% | 0.15% | $410K | $33.70 |
| 2023 Q2 | INITIATED | 6,744 | — | — | 0.10% | $258K | $33.44 |
As of 2025 Q4 — sorted by position size