Ownership history in Financial Perspectives, Inc · 9 quarters on record
This page tracks every 13F SEC filing in which Financial Perspectives, Inc reported a position in WISDOMTREE TR (DFE). 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 | 6,033 | +55 | +0.9% | 0.12% | $433K | $71.84 |
| 2025 Q3 | ADDED | 5,978 | +29 | +0.5% | 0.12% | $421K | $69.54 |
| 2025 Q2 | ADDED | 5,949 | +96 | +1.6% | 0.13% | $417K | $68.79 |
| 2025 Q1 | ADDED | 5,853 | +27 | +0.5% | 0.12% | $357K | $58.48 |
| 2024 Q4 | ADDED | 5,826 | +50 | +0.9% | 0.11% | $330K | $54.07 |
| 2024 Q3 | ADDED | 5,776 | +29 | +0.5% | 0.13% | $367K | $59.83 |
| 2024 Q2 | ADDED | 5,747 | +91 | +1.6% | 0.13% | $342K | $55.74 |
| 2024 Q1 | ADDED | 5,656 | +21 | +0.4% | 0.13% | $338K | $54.71 |
| 2023 Q4 | INITIATED | 5,635 | — | — | 0.14% | $336K | — |
As of 2025 Q4 — sorted by position size