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DGRSDGRS
Showing 8 of 29 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in WISDOMTREE TR

Steward Partners Investment Advisory, LLC holds 7,380 shares of DGRS (WISDOMTREE TR), worth $438,031 as of 2026-Q2. DGRS represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$438,031

Current Shares

7,380

Total Value Change

+$306,372

Total Shares Change

+4,825

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
7,380
0.0%
$438,0310.0%$59.30
0
2026-Q1
Unchanged
7,380
0.0%
$390,8290.0%$52.61
0
2025-Q4
Unchanged
7,380
0.0%
$366,1850.0%$49.12
0
2025-Q3
Decreased
7,380
-1.0%
$368,8520.0%$49.16
0
2025-Q2
Unchanged
7,455
0.0%
$347,0300.0%$45.46
0
2025-Q1
Increased
7,455
+191.8%
$346,6580.0%$45.01
38
2024-Q4
Unchanged
2,555
0.0%
$130,8930.0%$49.33
0
2024-Q3
Unchanged
2,555
0.0%
$131,6590.0%$49.30
0

Other major holders of DGRS: LPL Financial LLC, MORGAN STANLEY

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