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DWMDWM
17 quarters

Position history for AMERIPRISE FINANCIAL INCAMERIPRISE FINANCIAL INC's holdings in WISDOMTREE TR

AMERIPRISE FINANCIAL INC holds 91,854 shares of DWM (WISDOMTREE TR), worth $6.7M as of 2026-Q2. The position was increased (+3.4% shares). DWM represents 0.0% of AMERIPRISE FINANCIAL INC's portfolio.

Current Value

$6.7M

Current Shares

91,854

Total Value Change

+$6.2M

Total Shares Change

+82,148

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
91,854
+3.4%
$6.7M0.0%$73.21
28
2026-Q1
Increased
88,851
+9.9%
$6.2M0.0%$72.03
30
2025-Q4
Increased
80,864
+1957.1%
$5.6M0.0%$69.06
44
2025-Q3
Increased
3,931
+5.0%
$260,3350.0%$65.43
24
2025-Q2
New
3,742
-
$237,8720.0%$62.72
32
2022-Q1
Exited
0
-100.0%
$00.0%$45.90
0
2021-Q4
Decreased
27,286
-69.3%
$1.5M0.0%$46.08
0
2021-Q3
Increased
88,916
+376.2%
$4.7M0.0%$44.98
43
2021-Q2
New
18,672
-
$1M0.0%$46.07
35
2021-Q1
Exited
0
-100.0%
$00.0%$43.78
0
2020-Q4
New
4,100
-
$209,0000.0%$41.88
32
2020-Q2
Exited
0
-100.0%
$00.0%$35.96
0
2020-Q1
Decreased
6,461
-17.2%
$255,0000.0%$31.78
0
2019-Q4
Increased
7,801
+1.8%
$417,0000.0%$42.45
24
2019-Q3
Decreased
7,663
-21.8%
$381,0000.0%$39.32
0
2019-Q2
Increased
9,795
+0.9%
$505,0000.0%$40.18
24
2019-Q1
New
9,706
-
$491,0000.0%$39.18
33

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

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