Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

DWMDWM
13 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in WISDOMTREE TR

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 216,800 shares of DWM (WISDOMTREE TR), worth $16M as of 2026-Q2. The position was increased (+4.1% shares). DWM represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$16M

Current Shares

216,800

Total Value Change

+$2.4M

Total Shares Change

-54,441

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
216,800
+4.1%
$16M0.0%$73.21
29
2026-Q1
Decreased
208,173
-37.3%
$14.7M0.0%$72.03
0
2025-Q4
Increased
331,892
+8.7%
$23.2M0.0%$69.06
31
2025-Q3
Decreased
305,383
-3.0%
$20.3M0.0%$65.43
0
2025-Q2
Decreased
314,751
-8.0%
$20.1M0.0%$62.72
0
2025-Q1
Decreased
342,197
-26.5%
$19.9M0.0%$56.73
0
2024-Q4
Increased
465,597
+22.9%
$24.5M0.0%$51.08
35
2024-Q3
Decreased
378,891
-11.1%
$21.8M0.0%$55.61
0
2024-Q2
Increased
426,075
+10.7%
$22.9M0.1%$51.34
32
2024-Q1
Increased
384,947
+5.8%
$21.1M0.1%$51.40
30
2023-Q4
Increased
363,961
+1.0%
$19.1M0.1%$48.97
29
2023-Q3
Increased
360,285
+32.8%
$17.4M0.1%$44.76
36
2023-Q2
New
271,241
-
$13.6M0.1%$45.50
46

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

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