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DGRSDGRS
6 quarters

Position history for CAPTRUST FINANCIAL ADVISORSCAPTRUST FINANCIAL ADVISORS's holdings in WISDOMTREE TR

CAPTRUST FINANCIAL ADVISORS holds 33,300 shares of DGRS (WISDOMTREE TR), worth $2M as of 2026-Q2. The position was decreased (-0.0% shares). DGRS represents 0.0% of CAPTRUST FINANCIAL ADVISORS's portfolio.

Current Value

$2M

Current Shares

33,300

Total Value Change

-$366,346

Total Shares Change

-17,083

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
33,300
-0.0%
$2M0.0%$59.30
0
2026-Q1
Decreased
33,310
-8.4%
$1.8M0.0%$52.61
0
2025-Q4
Decreased
36,359
-3.7%
$1.8M0.0%$49.12
0
2025-Q3
Decreased
37,771
-26.0%
$1.9M0.0%$49.16
0
2025-Q2
Increased
51,048
+1.3%
$2.4M0.0%$45.46
26
2025-Q1
New
50,383
-
$2.3M0.0%$45.01
36

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

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