DES WISDOMTREE TR

Ownership history in Sharper & Granite LLC  ·  14 quarters on record

AI Ownership Summary

Sharper & Granite LLC reported WISDOMTREE TR (DES) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.39% in 2023 Q4. The latest visible filing shows DES at 0.16% 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 Sharper & Granite LLC'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 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.39% in 2023 Q4

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.

How Sharper & Granite LLC 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 Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 12,860 -8,600 -40.1% 0.16% $462K 2026-04-08 $37.30
2025 Q4 UNCHANGED 21,460 0% 0.25% $718K 2026-01-27 $35.47
2025 Q3 REDUCED 21,460 -1,300 -5.7% 0.26% $723K 2025-10-16 $32.53
2025 Q2 REDUCED 22,760 -320 -1.4% 0.29% $751K 2025-07-31 $31.32
2025 Q1 REDUCED 23,080 -25 -0.1% 0.30% $738K 2025-04-30 $29.45
2024 Q4 UNCHANGED 23,105 0% 0.35% $794K 2025-01-14 $32.98
2024 Q3 ADDED 23,105 +100 +0.4% 0.36% $797K 2024-10-31 $32.66
2024 Q2 REDUCED 23,005 -1,200 -5.0% 0.34% $717K 2024-08-12 $30.56
2024 Q1 ADDED 24,205 +1,010 +4.4% 0.37% $770K 2024-04-18 $28.86
2023 Q4 REDUCED 23,195 -15,790 -40.5% 0.39% $746K 2024-01-19 $28.93
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Sharper & Granite LLC and DES

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

How long has Sharper & Granite LLC reported owning DES?

Sharper & Granite LLC reported DES across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DES position in Sharper & Granite LLC's portfolio?

The largest reported portfolio weight for DES was 0.39% in 2023 Q4.

What is the latest reported DES position on this page?

The most recent filing on this page is 2026 Q1, when Sharper & Granite LLC reported 12,860 shares, equal to 0.16% of portfolio, with an estimated market value of $462K.

What does the chart on this DES ownership page compare?

The chart compares Sharper & Granite LLC'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.

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