DEW — WISDOMTREE TR

Ownership history in IFG Advisory, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which IFG Advisory, LLC reported a position in WISDOMTREE TR (DEW). 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
0.01% (2025 Q2)
Avg. % of fund
0.01%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 4,092 — 0% 0.01% $252K $61.59
2025 Q3 UNCHANGED 4,092 — 0% 0.01% $246K $59.61
2025 Q2 INITIATED 4,092 — — 0.01% $234K $56.10
% of Fund (quarterly)    DEW price (monthly, adj. close)

Other funds also holding DEW

As of 2025 Q4 — sorted by position size

Joseph Group Capital Management 3Y 3.64% Hudock, Inc. 3Y 7Y 0.59% Asset Dedication, LLC 3Y 7Y 0.13% Vertex Planning Partners, LLC 3Y 0.07% Key FInancial Inc 3Y 0.03% FLOW TRADERS U.S. LLC 3Y 7Y 0.03% GTS SECURITIES LLC 0.01% WealthShield Partners, LLC 3Y 7Y 0.01% Cetera Investment Advisers 3Y 7Y 0.0% Kestra Advisory Services, LLC 3Y 0.0%
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