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DWMDWM
Showing 8 of 31 quarters

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

ENVESTNET ASSET MANAGEMENT INC holds 111,986 shares of DWM (WISDOMTREE TR), worth $8.2M as of 2026-Q2. The position was increased (+0.2% shares). DWM represents 0.0% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$8.2M

Current Shares

111,986

Total Value Change

+$3.4M

Total Shares Change

+28,756

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
111,986
+0.2%
$8.2M0.0%$73.21
27
2026-Q1
Decreased
111,713
-14.5%
$7.8M0.0%$72.03
0
2025-Q4
Increased
130,689
+202.9%
$9M0.0%$69.06
44
2025-Q3
Decreased
43,141
-3.7%
$2.9M0.0%$65.43
0
2025-Q2
Decreased
44,779
-8.2%
$2.8M0.0%$62.72
0
2025-Q1
Decreased
48,785
-1.0%
$2.8M0.0%$56.73
0
2024-Q4
Decreased
49,263
-40.8%
$2.6M0.0%$51.08
0
2024-Q3
Increased
83,230
+1.8%
$4.8M0.0%$55.61
27

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

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