Ownership history in Etesian Wealth Advisors, Inc. · 6 quarters on record
This page tracks every 13F SEC filing in which Etesian Wealth Advisors, Inc. reported a position in WISDOMTREE TR (DLN). 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 | 48,622 | +7,113 | +17.1% | 1.34% | $4.3M | $87.92 |
| 2025 Q3 | ADDED | 41,509 | +9,142 | +28.2% | 1.19% | $3.6M | $86.40 |
| 2025 Q2 | ADDED | 32,367 | +12,545 | +63.3% | 0.99% | $2.7M | $81.15 |
| 2025 Q1 | ADDED | 19,822 | +4,735 | +31.4% | 0.68% | $1.6M | $77.98 |
| 2024 Q4 | ADDED | 15,087 | +11,568 | +328.7% | 0.52% | $1.2M | $76.10 |
| 2024 Q3 | INITIATED | 3,519 | — | — | 0.13% | $276K | $76.44 |
As of 2025 Q4 — sorted by position size