Ownership history in Tidemark, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Tidemark, LLC reported a position in WISDOMTREE DYNAMIC (DDWM). 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 | 387,053 | +20,390 | +5.6% | 4.79% | $16.9M | $43.54 |
| 2025 Q3 | REDUCED | 366,663 | -38,697 | -9.5% | 4.47% | $15.3M | $41.62 |
| 2025 Q2 | ADDED | 405,360 | +137,533 | +51.4% | 5.18% | $16.1M | $39.28 |
| 2025 Q1 | REDUCED | 267,827 | -52,938 | -16.5% | 3.61% | $9.9M | $35.93 |
As of 2025 Q4 — sorted by position size