Ownership history in SMITH, MOORE & CO. · 49 quarters on record
This page tracks every 13F SEC filing in which SMITH, MOORE & CO. reported a position in WISDOMTREE TR (DIM). 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 | REDUCED | 31,709 | -46 | -0.1% | 0.19% | $2.6M | $80.56 |
| 2025 Q3 | REDUCED | 31,755 | -133 | -0.4% | 0.19% | $2.5M | $76.89 |
| 2025 Q2 | UNCHANGED | 31,888 | — | 0% | 0.20% | $2.4M | $74.43 |
| 2025 Q1 | ADDED | 31,888 | +9 | +0.0% | 0.20% | $2.1M | $64.14 |
| 2024 Q4 | REDUCED | 31,879 | -307 | -1.0% | 0.18% | $1.9M | $58.70 |
| 2024 Q3 | ADDED | 32,186 | +61 | +0.2% | 0.20% | $2.1M | $63.53 |
| 2024 Q2 | REDUCED | 32,125 | -126 | -0.4% | 0.20% | $1.9M | $57.69 |
| 2024 Q1 | REDUCED | 32,251 | -2,918 | -8.3% | 0.22% | $2.0M | $58.81 |
| 2023 Q4 | REDUCED | 35,169 | -24,237 | -40.8% | 0.25% | $2.1M | $56.71 |
| 2023 Q3 | UNCHANGED | 59,406 | — | 0% | 0.44% | $3.4M | $51.86 |
As of 2025 Q4 — sorted by position size