Ownership history in KWB Wealth · 14 quarters on record
This page tracks every 13F SEC filing in which KWB Wealth reported a position in WISDOMTREE TR (DHS). 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 Q3 | REDUCED | 2,516 | -67 | -2.6% | 0.03% | $241K | $99.45 |
| 2025 Q2 | REDUCED | 2,583 | -17 | -0.7% | 0.03% | $256K | $93.94 |
| 2025 Q1 | ADDED | 2,600 | +75 | +3.0% | 0.03% | $243K | $96.09 |
| 2024 Q4 | REDUCED | 2,525 | -112 | -4.2% | 0.03% | $237K | $89.92 |
As of 2025 Q4 — sorted by position size