Ownership history in Endowment Wealth Management, Inc. Β· 12 quarters on record
This page tracks every 13F SEC filing in which Endowment Wealth Management, Inc. 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 β sourced directly from SEC EDGAR 13F filings.
π Endowment Wealth Management, Inc. underperformed the S&P 500 by β7.1% annually on this DEM position. Timing score: 73% (8/11 decisions correct). Average cost basis: $40.69. Maximum drawdown during holding period: β7.6%.
β Significantly underperformed the S&P 500 by 7.1% ann.
11 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
8 of 11 add/trim decisions correct
Best entry: $32.47 (2023 Q1) Β· Worst: $46.71 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
10 adds Β· 2 trims. Bought during 0 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.45% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size