Ownership history in New Perspectives, Inc · 8 quarters on record
This page tracks every 13F SEC filing in which New Perspectives, Inc reported a position in WISDOMTREE TR (EES). 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 | 21,928 | -1,438 | -6.2% | 0.43% | $1.2M | $56.93 |
| 2025 Q3 | REDUCED | 23,366 | -2,539 | -9.8% | 0.58% | $1.3M | $55.68 |
| 2025 Q2 | REDUCED | 25,905 | -5,043 | -16.3% | 0.65% | $1.3M | $50.60 |
| 2025 Q1 | ADDED | 30,948 | +8 | +0.0% | 0.81% | $1.5M | $48.30 |
| 2024 Q4 | REDUCED | 30,940 | -506 | -1.6% | 0.89% | $1.7M | $53.21 |
| 2024 Q3 | REDUCED | 31,446 | -641 | -2.0% | 0.88% | $1.7M | $51.83 |
| 2024 Q2 | REDUCED | 32,087 | -284 | -0.9% | 0.81% | $1.5M | $46.15 |
| 2024 Q1 | INITIATED | 32,371 | — | — | 0.90% | $1.6M | — |
As of 2025 Q4 — sorted by position size