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DGSDGS
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 94,814 shares of DGS (WISDOMTREE TR), worth $6.1M as of 2026-Q2. The position was increased (+0.3% shares). DGS represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$6.1M

Current Shares

94,814

Total Value Change

+$669,783

Total Shares Change

-6,967

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
94,814
+0.3%
$6.1M0.0%$64.71
27
2026-Q1
Increased
94,516
+1.9%
$5.7M0.0%$61.44
28
2025-Q4
Increased
92,788
+1.3%
$5.3M0.0%$57.27
27
2025-Q3
Decreased
91,605
-4.0%
$5.2M0.0%$56.33
0
2025-Q2
Increased
95,420
+1.7%
$5.3M0.0%$53.56
27
2025-Q1
Decreased
93,834
-9.0%
$4.5M0.0%$47.06
0
2024-Q4
Increased
103,133
+1.3%
$5M0.0%$47.19
27
2024-Q3
Decreased
101,781
-1.8%
$5.5M0.1%$51.94
0

Other major holders of DGS: Creative Planning

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