Ownership history in SimpliFi, Inc. · 8 quarters on record
This page tracks every 13F SEC filing in which SimpliFi, Inc. reported a position in WISDOMTREE TR (DGRE). 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 Q4 | ADDED | 338,309 | +138,059 | +68.9% | 4.48% | $10.6M | $31.31 |
| 2025 Q3 | REDUCED | 200,250 | -272 | -0.1% | 2.46% | $5.7M | $28.60 |
| 2025 Q2 | ADDED | 200,522 | +369 | +0.2% | 2.44% | $5.5M | $27.34 |
| 2025 Q1 | ADDED | 200,153 | +3,625 | +1.8% | 2.23% | $4.9M | $23.96 |
| 2024 Q4 | ADDED | 196,528 | +680 | +0.3% | 2.25% | $4.9M | $24.56 |
| 2024 Q3 | REDUCED | 195,848 | -4,372 | -2.2% | 2.41% | $5.4M | $27.16 |
| 2024 Q2 | ADDED | 200,220 | +2,497 | +1.3% | 2.44% | $5.3M | $25.67 |
| 2024 Q1 | INITIATED | 197,723 | — | — | 2.32% | $5.1M | — |
As of 2025 Q4 — sorted by position size