Ownership history in LEVEL FOUR ADVISORY SERVICES, LLC · 15 quarters on record
This page tracks every 13F SEC filing in which LEVEL FOUR ADVISORY SERVICES, LLC reported a position in WISDOMTREE TR (USFR). 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 | REDUCED | 640,412 | -26,720 | -4.0% | 1.05% | $32.2M | $50.02 |
| 2025 Q3 | ADDED | 667,132 | +46,521 | +7.5% | 1.15% | $33.5M | $49.49 |
| 2025 Q2 | REDUCED | 620,611 | -13,274 | -2.1% | 1.15% | $31.2M | $49.01 |
| 2025 Q1 | ADDED | 633,885 | +3,029 | +0.5% | 1.31% | $31.9M | $48.50 |
| 2024 Q4 | ADDED | 630,856 | +3,811 | +0.6% | 1.30% | $31.7M | $47.99 |
| 2024 Q3 | ADDED | 627,045 | +22,715 | +3.8% | 1.33% | $31.5M | $47.34 |
| 2024 Q2 | REDUCED | 604,330 | -35,764 | -5.6% | 1.37% | $30.4M | $46.80 |
| 2024 Q1 | ADDED | 640,094 | +10,011 | +1.6% | 1.77% | $32.2M | $46.16 |
| 2023 Q4 | REDUCED | 630,083 | -7,935 | -1.2% | 1.78% | $31.7M | $45.50 |
| 2023 Q3 | ADDED | 638,018 | +3,402 | +0.5% | 2.07% | $32.1M | $44.96 |
As of 2025 Q4 — sorted by position size