DTH — WISDOMTREE TR

Ownership history in Patten Group, Inc.  ·  6 quarters on record

This page tracks every 13F SEC filing in which Patten Group, Inc. reported a position in WISDOMTREE TR (DTH). 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
0.41% (2025 Q4)
Avg. % of fund
0.25%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 42,743 +6,692 +18.6% 0.41% $2.2M $51.60
2025 Q3 ADDED 36,051 +8,730 +32.0% 0.34% $1.8M $48.74
2025 Q2 ADDED 27,321 +7,895 +40.6% 0.27% $1.3M $45.60
2025 Q1 ADDED 19,426 +5,318 +37.7% 0.19% $825K $40.94
2024 Q4 REDUCED 14,108 -3,786 -21.2% 0.12% $533K $36.25
2024 Q3 INITIATED 17,894 — — 0.16% $742K $39.34
% of Fund (quarterly)    DTH price (monthly, adj. close)

Other funds also holding DTH

As of 2025 Q4 — sorted by position size

American Alpha Advisors, LLC 2.85% Freedom Day Solutions, LLC 3Y 7Y 1.96% CAHILL FINANCIAL ADVISORS INC 3Y 7Y 0.56% ShoreHaven Wealth Partners, LLC 3Y 0.52% Farmers National Bank 3Y 7Y 0.46% Lansing Street Advisors 3Y 0.41% Formidable Asset Management, LLC 3Y 7Y 0.39% Goldstone Financial Group, LLC 0.34% Breakwater Capital Group 3Y 0.21% Evanson Asset Management, LLC 3Y 7Y 0.21%
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