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DWMDWM
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Position history for &PARTNERS&PARTNERS's holdings in WISDOMTREE TR

&PARTNERS holds 24,727 shares of DWM (WISDOMTREE TR), worth $1.8M as of 2026-Q2. The position was increased (+1.9% shares). DWM represents 0.0% of &PARTNERS's portfolio.

Current Value

$1.8M

Current Shares

24,727

Total Value Change

+$390,421

Total Shares Change

+57

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
24,727
+1.9%
$1.8M0.0%$73.21
26
2026-Q1
Increased
24,254
0.0%
$1.7M0.0%$72.03
26
2025-Q4
Increased
24,253
+0.0%
$1.7M0.0%$69.06
26
2025-Q3
Decreased
24,249
-0.4%
$1.6M0.0%$65.43
0
2025-Q2
Increased
24,342
+0.1%
$1.5M0.0%$62.72
25
2025-Q1
Decreased
24,330
-3.4%
$1.4M0.0%$56.73
0
2024-Q4
Increased
25,179
+2.1%
$1.3M0.0%$51.08
26
2024-Q3
Increased
24,670
+7.2%
$1.4M0.0%$55.61
27

Other major holders of DWM: Steward Partners Investment Advisory, LLC, MORGAN STANLEY

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