KMG FIDUCIARY PARTNERS, LLC DWM — WISDOMTREE TR

Ownership history in KMG FIDUCIARY PARTNERS, LLC  ·  25 quarters on record

AI Ownership Summary

KMG FIDUCIARY PARTNERS, LLC reported WISDOMTREE TR (DWM) in 25 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.07% in 2023 Q4. The latest visible filing shows DWM at 0.05% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DWM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KMG FIDUCIARY PARTNERS, LLC'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
2026 Q1

DWM was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

DWM stock page KMG FIDUCIARY PARTNERS, LLC fund profile KMG FIDUCIARY PARTNERS, LLC full holdings
How KMG FIDUCIARY PARTNERS, LLC held DWM — position size vs. price
% of Fund (quarterly)    DWM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 9,747 -3,284 -25.2% 0.05% $681K 2026-04-13 $73.60
2025 Q4 ADDED — — — 13,031 +87 +0.7% 0.06% $896K 2026-01-14 $70.59
2025 Q3 ADDED — — — 12,944 +377 +3.0% 0.06% $857K 2025-10-10 $64.41
2025 Q2 ADDED — — — 12,567 +1,189 +10.4% 0.06% $799K 2025-07-10 $63.22
2025 Q1 ADDED — — — 11,378 +48 +0.4% 0.05% $662K 2025-04-14 $55.19
2024 Q4 ADDED — — — 11,330 +73 +0.6% 0.05% $597K 2025-01-15 $51.20
2024 Q3 ADDED — — — 11,257 +52 +0.5% 0.06% $648K 2024-10-17 $53.92
2024 Q2 ADDED — — — 11,205 +194 +1.8% 0.06% $602K 2024-07-18 $52.77
2024 Q1 ADDED — — — 11,011 +60 +0.5% 0.06% $603K 2024-04-10 $50.52
2023 Q4 ADDED — — — 10,951 +73 +0.7% 0.07% $575K 2024-01-10 $48.60
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DWM

As of 2026 Q1 — sorted by position size

LRI Investments, LLC 2.39% Phillip James Consulting Co. 2.3% Smallwood Wealth Investment Management, LLC 3Y 2.12% Envision Financial LLC 1.51% TopTier Wealth Management, LLC 1.38% MOLLER WEALTH PARTNERS 3Y 7Y 1.36% Key FInancial Inc 3Y 0.79% Frazier Financial Advisors, LLC 0.65% Brightwater Advisory LLC 0.52% NewSquare Capital LLC 3Y 7Y 0.46%

FAQ About KMG FIDUCIARY PARTNERS, LLC and DWM

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

How long has KMG FIDUCIARY PARTNERS, LLC reported owning DWM?

KMG FIDUCIARY PARTNERS, LLC reported DWM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DWM position in KMG FIDUCIARY PARTNERS, LLC's portfolio?

The largest reported portfolio weight for DWM was 0.07% in 2023 Q4.

What is the latest reported DWM position on this page?

The most recent filing on this page is 2026 Q1, when KMG FIDUCIARY PARTNERS, LLC reported 9,747 shares, equal to 0.05% of portfolio, with an estimated market value of $681K.

What does the chart on this DWM ownership page compare?

The chart compares KMG FIDUCIARY PARTNERS, LLC's quarterly DWM 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.

How well did KMG FIDUCIARY PARTNERS, LLC time their DWM position?

Based on 13F filing dates vs. subsequent DWM price moves, KMG FIDUCIARY PARTNERS, LLC correctly timed 18 out of 24 reported position changes (75%). The annualised alpha on DWM relative to SPY over the holding period was -2.7%.

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