Ownership history in WealthShield Partners, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which WealthShield Partners, LLC reported a position in WISDOMTREE TR (DEW). 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 | UNCHANGED | 1,063 | — | 0% | 0.01% | $65K | $61.59 |
| 2025 Q3 | ADDED | 1,063 | +282 | +36.1% | 0.01% | $64K | $59.61 |
| 2025 Q2 | UNCHANGED | 781 | — | 0% | 0.01% | $45K | $56.10 |
| 2025 Q1 | REDUCED | 781 | -55 | -6.6% | 0.01% | $44K | $54.32 |
| 2024 Q4 | UNCHANGED | 836 | — | 0% | 0.01% | $44K | $50.32 |
| 2024 Q3 | REDUCED | 836 | -32 | -3.7% | 0.01% | $46K | $52.26 |
| 2024 Q2 | UNCHANGED | 868 | — | 0% | 0.01% | $43K | $47.21 |
| 2024 Q1 | ADDED | 868 | +371 | +74.6% | 0.01% | $44K | $47.30 |
| 2023 Q4 | UNCHANGED | 497 | — | 0% | 0.00% | $24K | $45.10 |
| 2023 Q3 | ADDED | 497 | +23 | +4.9% | 0.00% | $23K | $41.44 |
As of 2025 Q4 — sorted by position size