Ownership history in Wiser Advisor Group LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Wiser Advisor Group LLC reported a position in WALT DISNEY (DIS). 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 Q3 | ADDED | 1,991 | +26 | +1.3% | 0.28% | $228K | $113.73 |
| 2025 Q2 | REDUCED | 1,965 | -1,315 | -40.1% | 0.42% | $244K | $123.18 |
| 2025 Q1 | ADDED | 3,280 | +1,610 | +96.4% | 0.48% | $324K | $97.62 |
| 2024 Q4 | REDUCED | 1,670 | -935 | -35.9% | 0.27% | $186K | $110.13 |
| 2024 Q3 | REDUCED | 2,605 | -901 | -25.7% | 0.37% | $251K | $94.72 |
| 2024 Q2 | REDUCED | 3,506 | -209 | -5.6% | 0.55% | $348K | $97.32 |
| 2024 Q1 | REDUCED | 3,715 | -1,244 | -25.1% | 0.71% | $455K | $119.93 |
| 2023 Q4 | INITIATED | 4,959 | — | — | 0.74% | $448K | — |
As of 2025 Q4 — sorted by position size