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 (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 | ADDED | 28,452 | +6,614 | +30.3% | 0.25% | $2.3M | $80.56 |
| 2025 Q3 | ADDED | 21,838 | +15,734 | +257.8% | 0.19% | $1.7M | $76.89 |
| 2025 Q2 | ADDED | 6,104 | +2,400 | +64.8% | 0.06% | $460K | $74.43 |
| 2025 Q1 | ADDED | 3,704 | +296 | +8.7% | 0.03% | $245K | $64.14 |
| 2024 Q4 | REDUCED | 3,408 | -812 | -19.2% | 0.03% | $207K | $58.70 |
| 2024 Q3 | ADDED | 4,220 | +860 | +25.6% | 0.04% | $280K | $63.53 |
| 2024 Q2 | ADDED | 3,360 | +120 | +3.7% | 0.03% | $204K | $57.69 |
| 2024 Q1 | REDUCED | 3,240 | -433 | -11.8% | 0.03% | $204K | $58.81 |
| 2023 Q4 | ADDED | 3,673 | +1,034 | +39.2% | 0.04% | $223K | $56.71 |
| 2023 Q3 | ADDED | 2,639 | +738 | +38.8% | 0.02% | $148K | $51.86 |
As of 2025 Q4 — sorted by position size