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DNLDNL
22 quarters

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

Steward Partners Investment Advisory, LLC holds 4,290 shares of DNL (WISDOMTREE TR), worth $198,112 as of 2026-Q2. The position was increased (+23.4% shares). DNL represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$198,112

Current Shares

4,290

Total Value Change

-$62M

Total Shares Change

+2,690

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
4,290
+23.4%
$198,1120.0%$46.18
28
2026-Q1
Unchanged
3,475
0.0%
$140,2860.0%$41.83
0
2025-Q4
Unchanged
3,475
0.0%
$143,2400.0%$41.30
0
2025-Q3
Increased
3,475
+13.0%
$140,7030.0%$39.93
25
2025-Q2
Decreased
3,075
-44.1%
$123,8300.0%$39.77
0
2025-Q1
Decreased
5,500
-12.0%
$196,1850.0%$35.29
0
2024-Q4
Decreased
6,250
-38.7%
$224,8750.0%$35.27
0
2024-Q3
Increased
10,200
+1.5%
$401,8290.0%$38.77
24
2024-Q2
Increased
10,050
+44.1%
$392,7540.0%$37.87
32
2024-Q1
Increased
6,975
+4.1%
$271,2580.0%$37.42
24
2023-Q4
Decreased
6,700
-11.8%
$247,8330.0%$35.44
0
2023-Q3
Increased
7,600
+11.8%
$254,2200.0%$31.96
26
2023-Q2
Decreased
6,800
-41.8%
$243,5760.0%$33.64
0
2023-Q1
Increased
11,675
+733.9%
$414,1120.0%$33.40
39
2022-Q4
Unchanged
1,400
0.0%
$45,1150.0%$30.30
0
2022-Q3
Unchanged
1,400
0.0%
$38,0000.0%$25.82
0
2022-Q2
Decreased
1,400
-48.1%
$44,0000.0%$29.52
0
2022-Q1
Increased
2,700
+92.9%
$107,0000.0%$36.43
35
2021-Q4
Unchanged
1,400
0.0%
$61,0000.0%$39.02
0
2021-Q3
Increased
1,400
+40.0%
$57,0000.0%$36.30
28
2021-Q2
Decreased
1,000
-37.5%
$42,0000.0%$37.34
0
2021-Q1
New
1,600
-
$62.2M0.0%$34.22
41

Other major holders of DNL: MORGAN STANLEY, ROYAL BANK OF CANADA, BANK OF AMERICA CORP /DE/

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