Ownership history in PRINCIPAL SECURITIES, INC. · 8 quarters on record
This page tracks every 13F SEC filing in which PRINCIPAL SECURITIES, INC. reported a position in WISDOMTREE TR (DLS). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 562 | — | 0% | 0.00% | $45K | $78.70 |
| 2025 Q2 | REDUCED | 562 | -115 | -17.0% | 0.00% | $42K | $73.79 |
| 2025 Q1 | UNCHANGED | 677 | — | 0% | 0.00% | $43K | $63.59 |
| 2024 Q4 | UNCHANGED | 677 | — | 0% | 0.00% | $43K | $60.41 |
| 2024 Q3 | UNCHANGED | 677 | — | 0% | 0.00% | $47K | $65.44 |
| 2024 Q2 | REDUCED | 677 | -5 | -0.7% | 0.00% | $43K | $59.68 |
| 2024 Q1 | ADDED | 682 | +5 | +0.7% | 0.00% | $44K | $60.28 |
| 2023 Q4 | INITIATED | 677 | — | — | 0.00% | $43K | — |
As of 2025 Q4 — sorted by position size