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DWMDWM
24 quarters

Position history for SEI INVESTMENTS COSEI INVESTMENTS CO's holdings in WISDOMTREE TR

SEI INVESTMENTS CO holds 40,093 shares of DWM (WISDOMTREE TR), worth $2.9M as of 2026-Q2. The position was decreased (-3.0% shares). DWM represents 0.0% of SEI INVESTMENTS CO's portfolio.

Current Value

$2.9M

Current Shares

40,093

Total Value Change

+$577,440

Total Shares Change

-11,571

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
40,093
-3.0%
$2.9M0.0%$73.21
0
2026-Q1
Decreased
41,319
-0.9%
$2.9M0.0%$72.03
0
2025-Q4
Decreased
41,702
-1.5%
$2.9M0.0%$69.06
0
2025-Q3
Decreased
42,354
-2.1%
$2.8M0.0%$65.43
0
2025-Q2
Decreased
43,286
-3.5%
$2.8M0.0%$62.72
0
2025-Q1
Decreased
44,869
-1.5%
$2.6M0.0%$56.73
0
2024-Q4
Decreased
45,571
-4.5%
$2.4M0.0%$51.08
0
2024-Q3
Decreased
47,734
-2.8%
$2.7M0.0%$55.61
0
2024-Q2
Decreased
49,085
-1.9%
$2.6M0.0%$51.34
0
2024-Q1
Decreased
50,021
-5.9%
$2.7M0.0%$51.40
0
2023-Q4
Increased
53,136
+3.6%
$2.8M0.0%$48.97
27
2023-Q3
Decreased
51,306
-5.4%
$2.5M0.0%$44.76
0
2023-Q2
Decreased
54,233
-3.6%
$2.7M0.0%$45.50
0
2023-Q1
Decreased
56,281
-4.0%
$2.8M0.0%$44.76
0
2022-Q4
Increased
58,624
+208.0%
$2.8M0.0%$41.98
42
2022-Q3
Decreased
19,031
-54.6%
$764,0000.0%$35.77
0
2022-Q2
Increased
41,911
+33.1%
$1.9M0.0%$40.23
33
2022-Q1
Decreased
31,482
-40.6%
$1.7M0.0%$45.90
0
2021-Q4
Increased
52,998
+42.0%
$2.9M0.0%$46.08
35
2021-Q3
Decreased
37,320
-0.8%
$2M0.0%$44.98
0
2021-Q2
Decreased
37,640
-8.1%
$2M0.0%$46.07
0
2021-Q1
Unchanged
40,951
0.0%
$2.1M0.0%$43.78
0
2020-Q4
Decreased
40,951
-20.7%
$2.1M0.0%$41.88
0
2020-Q3
New
51,664
-
$2.4M0.0%$37.19
36

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

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