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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 84,880 shares of DTH (WISDOMTREE TR), worth $4.6M as of 2026-Q2. The position was decreased (-1.4% shares). DTH represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$4.6M

Current Shares

84,880

Total Value Change

+$985,163

Total Shares Change

-2,178

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
84,880
-1.4%
$4.6M0.0%$53.72
0
2026-Q1
Increased
86,082
+0.3%
$4.7M0.0%$52.50
27
2025-Q4
Decreased
85,869
-2.9%
$4.4M0.0%$49.93
0
2025-Q3
Increased
88,400
+0.4%
$4.3M0.0%$47.17
27
2025-Q2
Decreased
88,032
-2.2%
$4.1M0.0%$44.13
0
2025-Q1
Increased
90,007
+2.3%
$3.8M0.0%$39.62
27
2024-Q4
Increased
87,974
+1.1%
$3.3M0.0%$35.08
27
2024-Q3
Increased
87,058
+2.2%
$3.6M0.0%$38.07
27

Other major holders of DTH: BANK OF AMERICA CORP /DE/

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