WCLD — WISDOMTREE TR

Ownership history in Endurance Services Ltd  ·  9 quarters on record

This page tracks every 13F SEC filing in which Endurance Services Ltd reported a position in WISDOMTREE TR (WCLD). 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.

Peak position
2.81% (2023 Q4)
Avg. % of fund
2.3%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 354,500 — 0% 2.20% $12.4M $35.01
2025 Q3 UNCHANGED 354,500 — 0% 2.09% $12.5M $35.17
2025 Q2 UNCHANGED 354,500 — 0% 2.23% $12.8M $36.14
2025 Q1 UNCHANGED 354,500 — 0% 2.13% $11.5M $32.45
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WCLD price (monthly, adj. close)

Other funds also holding WCLD

As of 2025 Q4 — sorted by position size

Selective Wealth Management, Inc. 3Y 7Y 2.67% BYRNE FINANCIAL FREEDOM, LLC 1.91% Clearwater Capital Advisors, LLC 3Y 7Y 0.64% Joseph P. Lucia & Associates, LLC 3Y 0.34% Osbon Capital Management LLC 0.25% SFI Advisors, LLC 3Y 0.25% Endowment Wealth Management, Inc. 3Y 0.25% Cypress Point Wealth Management, LLC 3Y 0.13% Oxler Private Wealth LLC 3Y 0.09% O'ROURKE & COMPANY, Inc 3Y 0.08%
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