Peregrine Asset Advisers, Inc. DTH β€” WISDOMTREE TR

Ownership history in Peregrine Asset Advisers, Inc.  Β·  1 quarter on record

AI Ownership Summary

Peregrine Asset Advisers, Inc. reported WISDOMTREE TR (DTH) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 1.25% in 2026 Q1. The latest visible filing shows DTH at 1.25% 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 DTH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Peregrine Asset Advisers, Inc.'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

DTH was reported at 1.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.25% in 2026 Q1

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

Time in book
Holding Window
2026 Q1 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 Peregrine Asset Advisers, Inc. held DTH β€” position size vs. price
% of Fund (quarterly)    DTH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 86,149 β€” β€” 1.25% $4.7M 2026-04-24 $54.46

🏒 Other funds also holding DTH

As of 2026 Q2 β€” sorted by position size

Noble Wealth Management PBC 0.01%

FAQ About Peregrine Asset Advisers, Inc. and DTH

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

How long has Peregrine Asset Advisers, Inc. reported owning DTH?

Peregrine Asset Advisers, Inc. reported DTH across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported DTH position in Peregrine Asset Advisers, Inc.'s portfolio?

The largest reported portfolio weight for DTH was 1.25% in 2026 Q1.

What is the latest reported DTH position on this page?

The most recent filing on this page is 2026 Q1, when Peregrine Asset Advisers, Inc. reported 86,149 shares, equal to 1.25% of portfolio, with an estimated market value of $4.7M.

What does the chart on this DTH ownership page compare?

The chart compares Peregrine Asset Advisers, Inc.'s quarterly DTH 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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