DDWM — WISDOMTREE TR

Ownership history in OPTIMA CAPITAL LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which OPTIMA CAPITAL LLC reported a position in WISDOMTREE TR (DDWM). 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
1.56% (2025 Q3)
Avg. % of fund
1.14%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 55,576 -21,367 -27.8% 1.05% $2.4M $43.54
2025 Q3 ADDED 76,943 +38,348 +99.4% 1.56% $3.2M $41.62
2025 Q2 INITIATED 38,595 — — 0.82% $1.5M $39.28
% of Fund (quarterly)    DDWM price (monthly, adj. close)

Other funds also holding DDWM

As of 2025 Q4 — sorted by position size

SK Wealth Management, LLC 12.53% PARK NATIONAL CORP /OH/ 3Y 7Y 4.81% Tidemark, LLC 4.79% Frazier Financial Advisors, LLC 3.54% Vericrest Private Wealth 2.84% Capital Asset Advisory Services LLC 3Y 7Y 2.07% Hennion & Walsh Asset Management, Inc. 3Y 1.89% AIFG Consultants Ltd. 1.86% Burns Matteson Capital Management, LLC 1.71% Insight Advisors, LLC/ PA 3Y 1.22%
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