Ownership history in Opes Wealth Management LLC · 28 quarters on record
This page tracks every 13F SEC filing in which Opes Wealth Management LLC reported a position in WISDOMTREE TR (WTPI). 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 | ADDED | 112,780 | +2,849 | +2.6% | 0.61% | $3.7M | $32.77 |
| 2025 Q3 | ADDED | 109,931 | +3,200 | +3.0% | 0.63% | $3.7M | $31.60 |
| 2025 Q2 | ADDED | 106,731 | +5,140 | +5.1% | 0.61% | $3.4M | $29.54 |
| 2025 Q1 | ADDED | 101,591 | +13,897 | +15.8% | 0.64% | $3.2M | $27.87 |
| 2024 Q4 | ADDED | 87,694 | +1,349 | +1.6% | 0.59% | $2.9M | $28.64 |
| 2024 Q3 | ADDED | 86,345 | +3,205 | +3.9% | 0.55% | $2.9M | $27.91 |
| 2024 Q2 | REDUCED | 83,140 | -407 | -0.5% | 0.58% | $2.8M | $27.29 |
| 2024 Q1 | ADDED | 83,547 | +2,349 | +2.9% | 0.64% | $2.8M | $26.44 |
| 2023 Q4 | ADDED | 81,198 | +2,872 | +3.7% | 0.62% | $2.6M | $24.44 |
| 2023 Q3 | ADDED | 78,326 | +18,341 | +30.6% | 0.67% | $2.4M | $23.16 |
As of 2025 Q4 — sorted by position size