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

DWMDWM
14 quarters

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

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 218,510 shares of DWM (WISDOMTREE TR), worth $15.8M as of 2026-Q3. The position was increased (+0.8% shares). DWM represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$15.8M

Current Shares

218,510

Total Value Change

+$2.2M

Total Shares Change

-52,731

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
218,510
+0.8%
$15.8M0.0%$73.64
28
2026-Q2
Increased
216,800
+4.1%
$16M0.0%$72.92
29
2026-Q1
Decreased
208,173
-37.3%
$14.7M0.0%$68.59
0
2025-Q4
Increased
331,892
+8.7%
$23.2M0.0%$67.32
31
2025-Q3
Decreased
305,383
-3.0%
$20.3M0.0%$64.40
0
2025-Q2
Decreased
314,751
-8.0%
$20.1M0.0%$61.52
0
2025-Q1
Decreased
342,197
-26.5%
$19.9M0.0%$55.32
0
2024-Q4
Increased
465,597
+22.9%
$24.5M0.0%$49.94
35
2024-Q3
Decreased
378,891
-11.1%
$21.8M0.0%$54.14
0
2024-Q2
Increased
426,075
+10.7%
$22.9M0.1%$50.27
32
2024-Q1
Increased
384,947
+5.8%
$21.1M0.1%$50.33
30
2023-Q4
Increased
363,961
+1.0%
$19.1M0.1%$47.94
29
2023-Q3
Increased
360,285
+32.8%
$17.4M0.1%$43.82
36
2023-Q2
New
271,241
-
$13.6M0.1%$45.04
46

Other major holders of DWM: MORGAN STANLEY

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