DIM β€” WISDOMTREE TR

Ownership history in PARK AVENUE SECURITIES LLC  Β·  5 quarters on record

AI Ownership Summary

PARK AVENUE SECURITIES LLC reported WISDOMTREE TR (DIM) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. The latest visible filing shows DIM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DIM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PARK AVENUE SECURITIES LLC's position in WISDOMTREE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DIM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How PARK AVENUE SECURITIES LLC held DIM β€” position size vs. price
% of Fund (quarterly)    DIM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 6,657 -56 -0.8% 0.00% $551 2026-04-07 $84.74
2025 Q3 REDUCED 6,713 -162 -2.4% 0.00% $519K 2025-10-23 $77.17
2025 Q2 ADDED 6,875 +3,066 +80.5% 0.00% $518K 2025-07-14 $73.84
2025 Q1 REDUCED 3,809 -581 -13.2% 0.00% $252K 2025-04-14 $63.71
2024 Q4 INITIATED 4,390 β€” β€” 0.00% $267K 2025-01-14 $58.09

FAQ About PARK AVENUE SECURITIES LLC and DIM

These are the practical questions this page is built to answer before you even open the full history table.

How long has PARK AVENUE SECURITIES LLC reported owning DIM?

PARK AVENUE SECURITIES LLC reported DIM across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported DIM position in PARK AVENUE SECURITIES LLC's portfolio?

The largest reported portfolio weight for DIM was 0.00% in 2025 Q2.

What is the latest reported DIM position on this page?

The most recent filing on this page is 2026 Q1, when PARK AVENUE SECURITIES LLC reported 6,657 shares, equal to 0.00% of portfolio, with an estimated market value of $551.

What does the chart on this DIM ownership page compare?

The chart compares PARK AVENUE SECURITIES LLC's quarterly DIM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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