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Position history for MFMerit Financial Group, LLC's holdings in WISDOMTREE TR

Merit Financial Group, LLC holds 59,906 shares of DWM (WISDOMTREE TR), worth $4.4M as of 2026-Q2. The position was increased (+5.2% shares). DWM represents 0.0% of Merit Financial Group, LLC's portfolio.

Current Value

$4.4M

Current Shares

59,906

Total Value Change

+$2.8M

Total Shares Change

+32,307

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
59,906
+5.2%
$4.4M0.0%$73.21
28
2026-Q1
Increased
56,932
+20.0%
$4M0.0%$72.03
32
2025-Q4
Increased
47,431
+0.5%
$3.3M0.0%$69.06
26
2025-Q3
Increased
47,209
+0.6%
$3.1M0.0%$65.43
26
2025-Q2
Increased
46,918
+38.2%
$3M0.0%$62.72
35
2025-Q1
Increased
33,941
+22.1%
$2M0.0%$56.73
31
2024-Q4
Increased
27,792
+0.7%
$1.5M0.0%$51.08
26
2024-Q3
Increased
27,599
+0.5%
$1.6M0.0%$55.61
26

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

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