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DHSDHS
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 3,479 shares of DHS (WISDOMTREE TR), worth $395,509 as of 2026-Q2. The position was decreased (-11.8% shares). DHS represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$395,509

Current Shares

3,479

Total Value Change

-$71,240

Total Shares Change

-1,497

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
3,479
-11.8%
$395,5090.0%$113.39
0
2026-Q1
Unchanged
3,942
0.0%
$430,5450.0%$107.93
0
2025-Q4
Decreased
3,942
-19.1%
$401,3740.0%$99.94
0
2025-Q3
Decreased
4,873
-36.0%
$490,9550.0%$97.93
0
2025-Q2
Increased
7,619
+53.1%
$731,2720.0%$92.50
35
2025-Q1
Unchanged
4,976
0.0%
$493,4200.0%$94.61
0
2024-Q4
Unchanged
4,976
0.0%
$464,5590.0%$88.54
0
2024-Q3
Decreased
4,976
-4.4%
$466,7490.0%$88.05
0

Other major holders of DHS: LPL Financial LLC

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