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DGRSDGRS
Showing 8 of 28 quarters

Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in WISDOMTREE TR

ENVESTNET ASSET MANAGEMENT INC holds 30,504 shares of DGRS (WISDOMTREE TR), worth $1.8M as of 2026-Q2. The position was increased (+6.4% shares). DGRS represents 0.0% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$1.8M

Current Shares

30,504

Total Value Change

-$286,090

Total Shares Change

-10,184

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
30,504
+6.4%
$1.8M0.0%$59.30
27
2026-Q1
Increased
28,669
+11.1%
$1.5M0.0%$52.61
28
2025-Q4
Increased
25,798
+13.7%
$1.3M0.0%$49.12
29
2025-Q3
Increased
22,685
+60.7%
$1.1M0.0%$49.16
36
2025-Q2
Increased
14,118
+2.3%
$657,1870.0%$45.46
25
2025-Q1
Decreased
13,799
-36.0%
$641,6320.0%$45.01
0
2024-Q4
Decreased
21,577
-47.0%
$1.1M0.0%$49.33
0
2024-Q3
Increased
40,688
+2.2%
$2.1M0.0%$49.30
26

Other major holders of DGRS: Steward Partners Investment Advisory, LLC, LPL Financial LLC, MORGAN STANLEY

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