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

Steward Partners Investment Advisory, LLC holds 1.1M shares of DGRW (WISDOMTREE TR), worth $100.9M as of 2026-Q1. The position was increased (+6.0% shares). DGRW represents 0.5% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$100.9M

Current Shares

1.1M

Total Value Change

+$19M

Total Shares Change

+99,392

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.1M
+6.0%
$100.9M0.5%$92.22
45
2025-Q4
Decreased
1.1M
-1.1%
$97M0.5%$90.03
0
2025-Q3
Increased
1.1M
+4.9%
$97.6M0.6%$88.30
44
2025-Q2
Decreased
1M
-4.7%
$87.5M0.7%$82.78
0
2025-Q1
Increased
1.1M
+3.0%
$87.6M0.8%$78.17
43
2024-Q4
Increased
1.1M
+1.7%
$86.2M0.8%$79.70
43
2024-Q3
Decreased
1M
-0.3%
$87.1M0.8%$81.21
0
2024-Q2
Increased
1M
+13.9%
$81.9M0.9%$76.23
48

Other major holders of DGRW: PNC FINANCIAL SERVICES GROUP, INC.

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