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 $97M as of 2025-Q4. The position was decreased (-1.1% shares). DGRW represents 0.5% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$97M
Current Shares
1.1M
Total Value Change
+$15.1M
Total Shares Change
+34,881
Other major holders of DGRW: Kestra Advisory Services, LLC, PNC FINANCIAL SERVICES GROUP, INC.
Decreased |
| 1.1M |
-1.1% |
| $97M |
| 0.5% |
| $90.03 |
0 |
| 2025-Q3 | Increased | 1.1M | +4.9% | $97.6M | 0.6% | $88.30 | 44 |
| 2025-Q2 | Decreased | 1M | -4.7% | $87.5M | 0.7% | $82.78 | 0 |
| 2025-Q1 | Increased | 1.1M | +3.0% | $87.6M | 0.8% | $78.17 | 43 |
| 2024-Q4 | Increased | 1.1M | +1.7% | $86.2M | 0.8% | $79.70 | 43 |
| 2024-Q3 | Decreased | 1M | -0.3% | $87.1M | 0.8% | $81.21 | 0 |
| 2024-Q2 | Increased | 1M | +13.9% | $81.9M | 0.9% | $76.23 | 48 |