Ownership history in WT Wealth Management · 14 quarters on record
This page tracks every 13F SEC filing in which WT Wealth Management reported a position in GLOBAL X FDS (PAVE). 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 | REDUCED | 89,393 | -2,577 | -2.8% | 1.23% | $4.3M | $47.79 |
| 2025 Q3 | REDUCED | 91,970 | -4,420 | -4.6% | 1.26% | $4.4M | $47.31 |
| 2025 Q2 | ADDED | 96,390 | +9,547 | +11.0% | 1.24% | $4.2M | $43.29 |
| 2025 Q1 | ADDED | 86,843 | +27,858 | +47.2% | 1.06% | $3.3M | $37.38 |
| 2024 Q4 | ADDED | 58,985 | +1,870 | +3.3% | 0.75% | $2.4M | $40.04 |
| 2024 Q3 | REDUCED | 57,115 | -1,646 | -2.8% | 0.81% | $2.3M | $40.64 |
| 2023 Q4 | REDUCED | 58,761 | -32,058 | -35.3% | 0.80% | $2.0M | $33.95 |
| 2023 Q3 | ADDED | 90,819 | +29,181 | +47.3% | 1.18% | $2.8M | $29.80 |
| 2022 Q2 | REDUCED | 61,638 | -8,278 | -11.8% | 0.69% | $1.4M | $22.16 |
| 2022 Q1 | REDUCED | 69,916 | -1,263 | -1.8% | 0.76% | $2.0M | $27.42 |
As of 2025 Q4 — sorted by position size