WDEF β€” WISDOMTREE TR

Ownership history in Insight Advisors, LLC/ PA  Β·  1 quarter on record

AI Ownership Summary

Insight Advisors, LLC/ PA reported WISDOMTREE TR (WDEF) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 0.06% in 2025 Q4. The latest visible filing shows WDEF at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WDEF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Insight Advisors, LLC/ PA's position in WISDOMTREE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WDEF was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Insight Advisors, LLC/ PA held WDEF β€” position size vs. price
% of Fund (quarterly)    WDEF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED 14,537 β€” β€” 0.06% $422K 2026-02-14 (Est.) $32.86

FAQ About Insight Advisors, LLC/ PA and WDEF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Insight Advisors, LLC/ PA reported owning WDEF?

Insight Advisors, LLC/ PA reported WDEF across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported WDEF position in Insight Advisors, LLC/ PA's portfolio?

The largest reported portfolio weight for WDEF was 0.06% in 2025 Q4.

What is the latest reported WDEF position on this page?

The most recent filing on this page is 2025 Q4, when Insight Advisors, LLC/ PA reported 14,537 shares, equal to 0.06% of portfolio, with an estimated market value of $422K.

What does the chart on this WDEF ownership page compare?

The chart compares Insight Advisors, LLC/ PA's quarterly WDEF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Insight Advisors, LLC/ PA Holdings