Three Magnolias Financial Advisors, LLC DES — WISDOMTREE TR

Ownership history in Three Magnolias Financial Advisors, LLC  ·  7 quarters on record

AI Ownership Summary

Three Magnolias Financial Advisors, LLC reported WISDOMTREE TR (DES) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q3. Peak portfolio weight reached 1.81% in 2024 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.

What this DES ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Three Magnolias Financial Advisors, 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 Q3

DES was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.81% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q3

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.

DES stock page Three Magnolias Financial Advisors, LLC fund profile Three Magnolias Financial Advisors, LLC full holdings
How Three Magnolias Financial Advisors, 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 6,962 -300 -4.1% 0.16% $264K 2026-10-14 $38.04
2026 Q2 REDUCED 18.9% -5.2% ✅ 7,262 -1,695 -18.9% 0.16% $295K 2026-07-31 $40.42
2026 Q1 REDUCED 25.6% +13.8% ❌ 8,957 -3,082 -25.6% 0.20% $322K 2026-04-23 $37.96
2025 Q4 REDUCED 47.2% +7.7% ❌ 12,039 -10,765 -47.2% 0.25% $403K 2026-01-20 $34.48
2025 Q3 REDUCED 53.1% +1.3% ❌ 22,804 -25,789 -53.1% 0.50% $724K 2025-10-21 $32.72
2025 Q1 REDUCED — — — 48,593 -1,663 -3.3% 1.32% $1.6M 2025-05-20 $30.62
2024 Q4 INITIATED — — — 50,256 — — 1.81% $1.7M 2025-02-14 $32.91

🏢 Other funds also holding DES

As of 2026 Q3 — sorted by position size

Stonebridge Wealth Management, LLC 4.93% Lee, Kelleher & Klein Wealth Management 3.26% Melone Private Wealth, LLC 3Y 2.64% Marathon Strategic Advisors, LLC 1.58% Dickmeyer Boyce Financial Management, Inc. 1.52% TopTier Wealth Management, LLC 1.08% FFG RETIREMENT ADVISORS LLC 3Y 1.06% Investment Research Partners LLC 0.63% Wealthcare Capital Partners, LLC 0.61% Powers Advisory Group, LLC 3Y 0.56%

FAQ About Three Magnolias Financial Advisors, 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 Three Magnolias Financial Advisors, LLC reported owning DES?

Three Magnolias Financial Advisors, LLC reported DES across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q3.

What was the largest reported DES position in Three Magnolias Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for DES was 1.81% in 2024 Q4.

What is the latest reported DES position on this page?

The most recent filing on this page is 2026 Q3, when Three Magnolias Financial Advisors, LLC reported 6,962 shares, equal to 0.16% of portfolio, with an estimated market value of $264K.

What does the chart on this DES ownership page compare?

The chart compares Three Magnolias Financial Advisors, 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.

How well did Three Magnolias Financial Advisors, LLC time their DES position?

Based on 13F filing dates vs. subsequent DES price moves, Three Magnolias Financial Advisors, LLC correctly timed 1 out of 6 reported position changes (17%). The annualised alpha on DES relative to SPY over the holding period was -6.3%.

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