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Position history for IWIntegrated Wealth Concepts LLC's holdings in WISDOMTREE TR

Integrated Wealth Concepts LLC holds 79,596 shares of DTD (WISDOMTREE TR), worth $7.4M as of 2026-Q2. The position was increased (+1550.7% shares). DTD represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$7.4M

Current Shares

79,596

Total Value Change

+$7M

Total Shares Change

+73,840

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
79,596
+1550.7%
$7.4M0.0%$93.14
44
2026-Q1
New
4,822
-
$416,4250.0%$85.83
33
2025-Q4
Exited
0
-100.0%
$00.0%$84.00
0
2025-Q3
Decreased
4,554
-15.7%
$382,5340.0%$82.67
0
2025-Q2
Decreased
5,402
-2.4%
$429,5350.0%$77.86
0
2025-Q1
Decreased
5,532
-3.2%
$425,6740.0%$74.91
0
2024-Q4
Decreased
5,714
-0.7%
$433,4600.0%$73.52
0
2024-Q3
Increased
5,756
+6.8%
$441,3340.0%$73.90
26

Other major holders of DTD: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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