Dynamic Advisor Solutions LLC XC — WISDOMTREE TR

Ownership history in Dynamic Advisor Solutions LLC  ·  10 quarters on record

AI Ownership Summary

Dynamic Advisor Solutions LLC reported WISDOMTREE TR (XC) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.03% in 2025 Q4. The latest visible filing shows XC at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Dynamic Advisor Solutions LLC's position in WISDOMTREE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

XC was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XC stock page Dynamic Advisor Solutions LLC fund profile Dynamic Advisor Solutions LLC full holdings
How Dynamic Advisor Solutions LLC held XC — position size vs. price
% of Fund (quarterly)    XC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 29,071 +357 +1.2% 0.03% $907K 2026-04-08 $32.69
2025 Q4 ADDED — — — 28,714 +1,515 +5.6% 0.03% $932K 2026-01-09 $32.87
2025 Q3 ADDED — — — 27,199 +3,229 +13.5% 0.03% $942K 2025-10-09 $31.16
2025 Q2 REDUCED 6.3% +1.2% ❌ 23,970 -1,600 -6.3% 0.03% $825K 2025-07-09 $30.98
2025 Q1 ADDED — — — 25,570 +10,781 +72.9% 0.03% $760K 2025-04-17 $26.06
2024 Q3 REDUCED — — — 14,789 -155 -1.0% 0.01% $488K 2024-10-07 $28.64
2024 Q2 ADDED — — — 14,944 +1,234 +9.0% 0.02% $480K 2024-07-15 $29.36
2024 Q1 ADDED — — — 13,710 +905 +7.1% 0.01% $421K 2024-04-12 $26.60
2023 Q4 ADDED — — — 12,805 +1,802 +16.4% 0.01% $372K 2024-01-10 $25.33
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XC

As of 2026 Q1 — sorted by position size

Sterling Manor Financial, LLC 3Y 4.1% tru Independence LLC 3Y 3.17% Noble Wealth Management PBC 1.87% OARSMAN CAPITAL, INC. 3Y 7Y 1.37% Legacy Financial Advisors, Inc. 3Y 7Y 0.14% Chicago Partners Investment Group LLC 3Y 7Y 0.07% Balance Wealth, LLC 0.07% Cherry Tree Wealth Management, LLC 0.01% Kestra Advisory Services, LLC 3Y 0.0% Cambridge Investment Research Advisors, Inc. 3Y 7Y 0.0%

FAQ About Dynamic Advisor Solutions LLC and XC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Dynamic Advisor Solutions LLC reported owning XC?

Dynamic Advisor Solutions LLC reported XC across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported XC position in Dynamic Advisor Solutions LLC's portfolio?

The largest reported portfolio weight for XC was 0.03% in 2025 Q4.

What is the latest reported XC position on this page?

The most recent filing on this page is 2026 Q1, when Dynamic Advisor Solutions LLC reported 29,071 shares, equal to 0.03% of portfolio, with an estimated market value of $907K.

What does the chart on this XC ownership page compare?

The chart compares Dynamic Advisor Solutions LLC's quarterly XC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Dynamic Advisor Solutions LLC time their XC position?

Based on 13F filing dates vs. subsequent XC price moves, Dynamic Advisor Solutions LLC correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on XC relative to SPY over the holding period was -4.8%.

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