DFJ WISDOMTREE TR

Ownership history in NKCFO LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which NKCFO LLC reported a position in WISDOMTREE TR (DFJ). 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.

Peak position
1.13% (2024 Q1)
Avg. % of fund
0.75%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 20,775 0% 0.58% $2.0M $96.34
2025 Q3 REDUCED 20,775 -3,775 -15.4% 0.59% $2.0M $93.49
2024 Q3 UNCHANGED 24,550 0% 0.95% $2.0M $77.40
2024 Q2 UNCHANGED 24,550 0% 1.01% $1.8M $72.06
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFJ price (monthly, adj. close)
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