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

Steward Partners Investment Advisory, LLC holds 120 shares of DLS (WISDOMTREE TR), worth $10,055 as of 2026-Q2. DLS represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$10,055

Current Shares

120

Total Value Change

+$1,769

Total Shares Change

0

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
120
0.0%
$10,0550.0%$83.79
0
2026-Q1
Unchanged
120
0.0%
$9,7800.0%$85.43
0
2025-Q4
Unchanged
120
0.0%
$9,7210.0%$81.25
0
2025-Q3
Decreased
120
-9.8%
$9,5410.0%$78.29
0
2025-Q2
Decreased
133
-17.9%
$9,9900.0%$73.43
0
2025-Q1
Increased
162
+35.0%
$10,6920.0%$64.38
22
2024-Q4
Unchanged
120
0.0%
$7,5540.0%$60.37
0
2024-Q3
Unchanged
120
0.0%
$8,2860.0%$65.36
0

Other major holders of DLS: Savant Capital, LLC

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