PETRA FINANCIAL ADVISORS INC DES — WISDOMTREE TR

Ownership history in PETRA FINANCIAL ADVISORS INC  ·  13 quarters on record

AI Ownership Summary

PETRA FINANCIAL ADVISORS INC reported WISDOMTREE TR (DES) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.69% in 2025 Q1. The latest visible filing shows DES at 0.59% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DES ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PETRA FINANCIAL ADVISORS 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

DES was reported at 0.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.69% in 2025 Q1

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

Time in book
Holding Window
2023 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.

DES stock page PETRA FINANCIAL ADVISORS INC fund profile PETRA FINANCIAL ADVISORS INC full holdings
How PETRA FINANCIAL ADVISORS INC held DES — position size vs. price
% of Fund (quarterly)    DES price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 26,318 +42 +0.2% 0.59% $946K 2026-05-13 $37.92
2025 Q4 ADDED — — — 26,276 +141 +0.5% 0.52% $879K 2026-01-21 $35.98
2025 Q3 REDUCED — — — 26,135 -94 -0.4% 0.51% $880K 2025-11-07 $32.45
2025 Q2 REDUCED — — — 26,229 -106 -0.4% 0.53% $833K 2025-08-01 $30.66
2025 Q1 ADDED — — — 26,335 +1,030 +4.1% 0.69% $842K 2025-04-22 $28.87
2024 Q4 UNCHANGED — — — 25,305 — 0% 0.59% $869K 2025-02-10 $33.15
2024 Q3 UNCHANGED — — — 25,305 — 0% 0.58% $873K 2024-10-28 $33.13
2024 Q2 UNCHANGED — — — 25,305 — 0% 0.57% $788K 2024-07-18 $32.12
2024 Q1 UNCHANGED — — — 25,305 — 0% 0.61% $827K 2024-04-23 $29.78
2023 Q4 REDUCED — — — 25,305 -917 -3.5% 0.68% $814K 2024-01-29 $29.84
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DES

As of 2026 Q1 — sorted by position size

HC Advisors, LLC 3Y 4.97% Stonebridge Wealth Management, LLC 4.84% Del-Sette Capital Management, LLC 3Y 4.56% Three Bearings Fiduciary Advisors, Inc. 4.28% Lee-Kelleher Wealth Management 3.48% One Wealth Map LLC 3Y 3.33% Melone Private Wealth, LLC 3Y 2.53% Frazier Financial Advisors, LLC 2.36% CROBAN 2.15% Marathon Strategic Advisors, LLC 1.77%

FAQ About PETRA FINANCIAL ADVISORS INC and DES

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

How long has PETRA FINANCIAL ADVISORS INC reported owning DES?

PETRA FINANCIAL ADVISORS INC reported DES across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DES position in PETRA FINANCIAL ADVISORS INC's portfolio?

The largest reported portfolio weight for DES was 0.69% in 2025 Q1.

What is the latest reported DES position on this page?

The most recent filing on this page is 2026 Q1, when PETRA FINANCIAL ADVISORS INC reported 26,318 shares, equal to 0.59% of portfolio, with an estimated market value of $946K.

What does the chart on this DES ownership page compare?

The chart compares PETRA FINANCIAL ADVISORS INC's quarterly DES 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.

How well did PETRA FINANCIAL ADVISORS INC time their DES position?

Based on 13F filing dates vs. subsequent DES price moves, PETRA FINANCIAL ADVISORS INC correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on DES relative to SPY over the holding period was -7.7%.

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