How many shares of DLS does ENVESTNET ASSET MANAGEMENT INC own?

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC holds 22,875 shares of DLS (WISDOMTREE TR).

What is ENVESTNET ASSET MANAGEMENT INC's DLS position worth?

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC's DLS position is worth $1.9M.

Is ENVESTNET ASSET MANAGEMENT INC buying or selling DLS?

In 2026-Q2, ENVESTNET ASSET MANAGEMENT INC decreased their DLS position (-0.9% change in shares).

When did ENVESTNET ASSET MANAGEMENT INC first buy DLS?

Based on available 13F filings, ENVESTNET ASSET MANAGEMENT INC first reported a position in DLS in 2018-Q4. They have held the position across 31 quarters.

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ENVESTNET ASSET MANAGEMENT INC

DLS
31 quarters

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

Current Value

$1.9M

Current Shares

22,875

Total Value Change

-$17M

Total Shares Change

-290,909

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	22,875	-0.9%	$1.9M	0.0%	$83.22	0
2026-Q1	Increased	23,079	+2.6%	$1.9M	0.0%	$79.57	26
2025-Q4	Increased	22,493	+7.0%	$1.8M	0.0%	$78.94	28
2025-Q3	Increased	21,019	+48.7%	$1.7M	0.0%	$76.68	35
2025-Q2	Decreased	14,135	-6.5%	$1.1M	0.0%	$71.90	0
2025-Q1	Increased	15,126	+3.1%	$998,322	0.0%	$61.97	26
2024-Q4	Decreased	14,665	-13.5%	$923,166	0.0%	$58.86	0
2024-Q3	Decreased	16,953	-52.4%	$1.2M	0.0%	$63.76	0
2024-Q2	Decreased	35,578	-54.5%	$2.3M	0.0%	$58.15	0
2024-Q1	Increased	78,219	+6.2%	$5.1M	0.0%	$58.74	29
2023-Q4	Decreased	73,685	-6.5%	$4.7M	0.0%	$57.12	0
2023-Q3	Decreased	78,763	-16.1%	$4.5M	0.0%	$51.05	0
2023-Q2	Decreased	93,894	-65.8%	$5.6M	0.0%	$52.40	0
2023-Q1	Increased	274,828	+8.1%	$16.7M	0.0%	$52.61	31
2022-Q4	Increased	254,187	+12.4%	$14.7M	0.0%	$49.52	32
2022-Q3	Increased	226,035	+3.1%	$11.6M	0.0%	$43.56	29
2022-Q2	Decreased	219,157	-1.7%	$12.8M	0.0%	$48.92	0
2022-Q1	Increased	222,971	+7.2%	$15.3M	0.0%	$56.00	30
2021-Q4	Increased	207,976	+10.4%	$15.3M	0.0%	$59.89	31
2021-Q3	Increased	188,358	+7.4%	$14M	0.0%	$59.84	30
2021-Q2	Increased	175,341	+7.3%	$13.1M	0.0%	$59.82	30
2021-Q1	Decreased	163,446	-0.2%	$11.8M	0.0%	$57.03	0
2020-Q4	Decreased	163,780	-5.1%	$11.2M	0.0%	$53.61	0
2020-Q3	Decreased	172,606	-8.0%	$10.3M	0.0%	$46.83	0
2020-Q2	Decreased	187,631	-4.6%	$10.4M	0.0%	$43.26	0
2020-Q1	Decreased	196,645	-7.6%	$9.4M	0.0%	$36.94	0
2019-Q4	Decreased	212,732	-8.7%	$15.1M	0.0%	$54.30	0
2019-Q3	Decreased	232,868	-0.5%	$14.8M	0.0%	$48.07	0
2019-Q2	Decreased	233,937	-6.4%	$15.2M	0.0%	$48.92	0
2019-Q1	Decreased	249,816	-20.4%	$16.4M	0.0%	$48.62	0
2018-Q4	First report	313,784	-	$18.9M	0.0%	$44.44	0

Other major holders of DLS: Savant Capital, LLC

DLS31 quarters

DLS
31 quarters