Ownership history in Dynamic Advisor Solutions LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Dynamic Advisor Solutions LLC reported a position in WISDOMTREE TR (XC). 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 | 28,714 | +1,515 | +5.6% | 0.03% | $932K | $32.44 |
| 2025 Q3 | ADDED | 27,199 | +3,229 | +13.5% | 0.03% | $942K | $31.27 |
| 2025 Q2 | REDUCED | 23,970 | -1,600 | -6.3% | 0.03% | $825K | $30.94 |
| 2025 Q1 | ADDED | 25,570 | +10,781 | +72.9% | 0.03% | $760K | $26.56 |
| 2024 Q3 | REDUCED | 14,789 | -155 | -1.0% | 0.01% | $488K | $29.33 |
| 2024 Q2 | ADDED | 14,944 | +1,234 | +9.0% | 0.02% | $480K | $28.39 |
| 2024 Q1 | ADDED | 13,710 | +905 | +7.1% | 0.01% | $421K | $27.05 |
| 2023 Q4 | ADDED | 12,805 | +1,802 | +16.4% | 0.01% | $372K | $26.02 |
| 2023 Q3 | INITIATED | 11,003 | — | — | 0.01% | $288K | — |
As of 2025 Q4 — sorted by position size