Ownership history in Solutions 4 Wealth, Ltd · 7 quarters on record
This page tracks every 13F SEC filing in which Solutions 4 Wealth, Ltd reported a position in WISDOMTREE TR (WTPI). 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 | 186,966 | +64 | +0.0% | 9.33% | $6.2M | $32.77 |
| 2025 Q3 | ADDED | 186,902 | +20,519 | +12.3% | 9.65% | $6.2M | $31.60 |
| 2025 Q2 | ADDED | 166,383 | +11,469 | +7.4% | 8.89% | $5.3M | $29.54 |
| 2025 Q1 | ADDED | 154,914 | +35,739 | +30.0% | 8.51% | $4.8M | $27.87 |
| 2024 Q4 | ADDED | 119,175 | +58,087 | +95.1% | 7.11% | $3.9M | $28.64 |
| 2024 Q3 | ADDED | 61,088 | +2,675 | +4.6% | 3.95% | $2.0M | $27.91 |
| 2024 Q2 | INITIATED | 58,413 | — | — | 4.42% | $1.9M | — |
As of 2025 Q4 — sorted by position size