DOL — WISDOMTREE TR

Ownership history in Powers Advisory Group, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Powers Advisory Group, LLC reported a position in WISDOMTREE TR (DOL). 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
2.6% (2023 Q1)
Avg. % of fund
2.31%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 84,288 +303 +0.4% 2.09% $5.6M $65.85
2025 Q3 REDUCED 83,985 -196 -0.2% 2.08% $5.2M $61.89
2025 Q2 ADDED 84,181 +2,394 +2.9% 2.21% $5.0M $58.97
2025 Q1 REDUCED 81,787 -1,098 -1.3% 2.15% $4.5M $53.62
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DOL price (monthly, adj. close)

Other funds also holding DOL

As of 2025 Q4 — sorted by position size

Key FInancial Inc 3Y 3.85% Cascade Financial Partners, LLC 1.62% Evernest Financial Advisors, LLC 1.41% Strategic Financial Concepts, LLC 0.73% BIP Wealth, LLC 0.72% First Heartland Consultants, Inc. 3Y 7Y 0.37% TopTier Wealth Management, LLC 0.34% Avidian Wealth Enterprises, LLC 3Y 7Y 0.29% Meridian Financial Partners LLC 3Y 7Y 0.21% Frazier Financial Advisors, LLC 0.16%
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