Castleview Partners, LLC

SEC CIK: 0001737088
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

WT holding history

WisdomTree, Inc. in every 13F filed by Castleview Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WT overview All 13F holders of WT Full Q2 2026 holdings

Shares (Q3 2024): 0; Sold out in Q3 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2023

Holdings of WT by Castleview Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	0	$0	0.0%	−694−100.0%	Sold out	Holders
Q2 2024	694	$6.88K	<0.1%	+694	New	Holders
Q3 2023	0	$0	0.0%	−5,390−100.0%	Sold out	Holders
Q2 2023	5,390	$37.0K	<0.1%	+5,390	New	Holders