DTD β€” WISDOMTREE TR

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

AI Ownership Summary

Sharper & Granite LLC reported WISDOMTREE TR (DTD) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.71% in 2023 Q4. The latest visible filing shows DTD at 0.40% 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 DTD 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

DTD was reported at 0.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.71% 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 DTD β€” position size vs. price
% of Fund (quarterly)    DTD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 13,440 +150 +1.1% 0.40% $1.2M 2026-04-08 $88.54
2025 Q4 UNCHANGED 13,290 β€” 0% 0.40% $1.1M 2026-01-27 $87.17
2025 Q3 REDUCED 13,290 -400 -2.9% 0.40% $1.1M 2025-10-16 $82.03
2025 Q2 REDUCED 13,690 -115 -0.8% 0.42% $1.1M 2025-07-31 $79.31
2025 Q1 REDUCED 13,805 -155 -1.1% 0.44% $1.1M 2025-04-30 $73.05
2024 Q4 REDUCED 13,960 -25 -0.2% 0.47% $1.1M 2025-01-14 $73.97
2024 Q3 REDUCED 13,985 -6,620 -32.1% 0.48% $1.1M 2024-10-31 $74.14
2024 Q2 ADDED 20,605 +400 +2.0% 0.70% $1.5M 2024-08-12 $69.12
2024 Q1 REDUCED 20,205 -930 -4.4% 0.68% $1.4M 2024-04-18 $64.39
2023 Q4 ADDED 21,135 +370 +1.8% 0.71% $1.4M 2024-01-19 $62.42
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Sharper & Granite LLC and DTD

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 DTD?

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

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

The largest reported portfolio weight for DTD was 0.71% in 2023 Q4.

What is the latest reported DTD position on this page?

The most recent filing on this page is 2026 Q1, when Sharper & Granite LLC reported 13,440 shares, equal to 0.40% of portfolio, with an estimated market value of $1.2M.

What does the chart on this DTD ownership page compare?

The chart compares Sharper & Granite LLC's quarterly DTD 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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