DFJ WISDOMTREE TR

Ownership history in SACHEM HILL LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which SACHEM HILL LLC reported a position in WISDOMTREE TR (DFJ). 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
1.35% (2023 Q4)
Avg. % of fund
1.16%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 58,449 -858 -1.4% 1.09% $5.6M $96.34
2025 Q3 REDUCED 59,307 -4,432 -7.0% 1.13% $5.6M $93.49
2025 Q2 REDUCED 63,739 -3,966 -5.9% 1.11% $5.5M $84.40
2025 Q1 REDUCED 67,705 -1,886 -2.7% 1.05% $5.4M $77.07
2024 Q4 ADDED 69,591 +1,315 +1.9% 1.09% $5.2M $73.04
2024 Q3 REDUCED 68,276 -3,281 -4.6% 1.12% $5.5M $77.40
2024 Q2 ADDED 71,557 +3,766 +5.6% 1.15% $5.4M $72.06
2024 Q1 REDUCED 67,791 -3,529 -4.9% 1.23% $5.2M $73.91
2023 Q4 REDUCED 71,320 -132 -0.2% 1.35% $5.3M $71.05
2023 Q2 INITIATED 71,452 1.31% $4.8M $62.69
% of Fund (quarterly)    DFJ price (monthly, adj. close)
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