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DLSDLS
20 quarters

Position history for Rockefeller Capital Management L.P.Rockefeller Capital Management L.P.'s holdings in WISDOMTREE TR

Rockefeller Capital Management L.P. holds 29,863 shares of DLS (WISDOMTREE TR), worth $2.5M as of 2026-Q2. The position was decreased (-4.5% shares). DLS represents 0.0% of Rockefeller Capital Management L.P.'s portfolio.

Current Value

$2.5M

Current Shares

29,863

Total Value Change

+$2.2M

Total Shares Change

+25,271

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
29,863
-4.5%
$2.5M0.0%$83.79
0
2026-Q1
Increased
31,257
+0.8%
$2.5M0.0%$85.43
26
2025-Q4
Increased
31,010
+47.3%
$2.5M0.0%$81.25
36
2025-Q3
New
21,058
-
$1.7M0.0%$78.29
36
2023-Q2
Exited
0
-100.0%
$00.0%$53.19
0
2023-Q1
Decreased
4,684
-4.3%
$285,0000.0%$53.98
0
2022-Q4
Decreased
4,897
-47.5%
$283,0000.0%$50.82
0
2022-Q3
Decreased
9,330
-13.6%
$479,0000.0%$44.65
0
2022-Q2
Decreased
10,792
-83.3%
$630,0000.0%$50.32
0
2022-Q1
Increased
64,614
+8.8%
$4.4M0.0%$58.21
29
2021-Q4
Increased
59,376
+4.4%
$4.4M0.0%$61.36
28
2021-Q3
Increased
56,885
+28.7%
$4.2M0.0%$61.37
33
2021-Q2
Increased
44,206
+9489.1%
$3.3M0.0%$61.48
43
2021-Q1
Increased
461
+8.2%
$33,0000.0%$58.61
21
2020-Q4
Decreased
426
-18.1%
$29,0000.0%$55.12
0
2020-Q3
Decreased
520
-76.8%
$31,0000.0%$47.99
0
2020-Q2
Decreased
2,242
-74.8%
$125,0000.0%$44.37
0
2020-Q1
Increased
8,879
+4.0%
$427,0000.0%$38.14
25
2019-Q4
Increased
8,538
+85.9%
$607,0000.0%$55.48
38
2019-Q3
New
4,592
-
$292,0000.0%$49.13
32

Other major holders of DLS: Steward Partners Investment Advisory, LLC, Savant Capital, LLC

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