DNL — WISDOMTREE TR

Ownership history in RMR Wealth Builders  ·  4 quarters on record

This page tracks every 13F SEC filing in which RMR Wealth Builders reported a position in WISDOMTREE TR (DNL). 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
0.02% (2024 Q4)
Avg. % of fund
0.02%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 6,281 -58 -0.9% 0.02% $254K $40.26
2025 Q2 REDUCED 6,339 -8 -0.1% 0.02% $255K $39.88
2025 Q1 REDUCED 6,347 -197 -3.0% 0.02% $226K $35.03
2024 Q4 INITIATED 6,544 — — 0.02% $235K $35.22
% of Fund (quarterly)    DNL price (monthly, adj. close)

Other funds also holding DNL

As of 2025 Q4 — sorted by position size

Key FInancial Inc 3Y 3.4% ShoreHaven Wealth Partners, LLC 3Y 2.46% Michels Family Financial, LLC 1.33% Wealth Watch Advisors, INC 1.09% Collaborative Wealth Managment Inc. 3Y 0.84% Element Wealth, LLC 3Y 0.47% BIP Wealth, LLC 0.37% Sowa Financial Group, Inc. 3Y 0.36% Integrity Financial Corp /WA 3Y 0.31% Well Done, LLC 3Y 7Y 0.28%
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