Position history for Steward Partners Investment Advisory, LLC's holdings in WISDOMTREE TR
Steward Partners Investment Advisory, LLC holds 120 shares of DLS (WISDOMTREE TR), worth $9,721 as of 2025-Q4. DLS represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$9,721
Current Shares
120
Total Value Change
+$2,108
Total Shares Change
0
Other major holders of DLS: Kestra Advisory Services, LLC, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Savant Capital, LLC
Unchanged |
| 120 |
0.0% |
| $9,721 |
| 0.0% |
| $81.25 |
0 |
| 2025-Q3 | Decreased | 120 | -9.8% | $9,541 | 0.0% | $78.29 | 0 |
| 2025-Q2 | Decreased | 133 | -17.9% | $9,990 | 0.0% | $73.43 | 0 |
| 2025-Q1 | Increased | 162 | +35.0% | $10,692 | 0.0% | $64.38 | 22 |
| 2024-Q4 | Unchanged | 120 | 0.0% | $7,554 | 0.0% | $60.37 | 0 |
| 2024-Q3 | Unchanged | 120 | 0.0% | $8,286 | 0.0% | $65.36 | 0 |
| 2024-Q2 | Unchanged | 120 | 0.0% | $7,613 | 0.0% | $59.68 | 0 |