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Position history for Cetera Investment AdvisersCetera Investment Advisers's holdings in WISDOMTREE TR

Cetera Investment Advisers holds 69,779 shares of DWM (WISDOMTREE TR), worth $5.1M as of 2026-Q2. The position was decreased (-17.2% shares). DWM represents 0.0% of Cetera Investment Advisers's portfolio.

Current Value

$5.1M

Current Shares

69,779

Total Value Change

+$2.5M

Total Shares Change

+24,459

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
69,779
-17.2%
$5.1M0.0%$73.21
0
2026-Q1
Increased
84,255
+6.0%
$5.9M0.0%$72.03
29
2025-Q4
Decreased
79,524
-1.7%
$5.5M0.0%$69.06
0
2025-Q3
Increased
80,921
+27.1%
$5.4M0.0%$65.43
34
2025-Q2
Increased
63,652
+30.3%
$4M0.0%$62.72
34
2025-Q1
Increased
48,842
+2.4%
$2.8M0.0%$56.73
27
2024-Q4
Increased
47,716
+5.3%
$2.5M0.0%$51.08
28
2024-Q3
Increased
45,320
+0.6%
$2.6M0.0%$55.61
26

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

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