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DNLDNL
11 quarters

Position history for NewEdge Wealth, LLCNewEdge Wealth, LLC's holdings in WISDOMTREE TR

NewEdge Wealth, LLC holds 47,586 shares of DNL (WISDOMTREE TR), worth $2.2M as of 2026-Q2. The position was decreased (-7.6% shares). DNL represents 0.0% of NewEdge Wealth, LLC's portfolio.

Current Value

$2.2M

Current Shares

47,586

Total Value Change

-$387,192

Total Shares Change

-22,290

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
47,586
-7.6%
$2.2M0.0%$46.18
0
2026-Q1
Increased
51,503
+3.1%
$2.1M0.0%$41.83
27
2025-Q4
Decreased
49,957
-21.2%
$2.1M0.0%$41.30
0
2025-Q3
Unchanged
63,368
0.0%
$2.6M0.0%$39.93
0
2025-Q2
Decreased
63,368
-2.4%
$2.5M0.0%$39.77
0
2025-Q1
Decreased
64,914
-3.1%
$2.3M0.0%$35.29
0
2024-Q4
Decreased
66,964
-8.0%
$2.4M0.0%$35.27
0
2024-Q3
Increased
72,746
+0.2%
$2.9M0.1%$38.77
26
2024-Q2
Increased
72,621
+3.9%
$2.8M0.1%$37.87
27
2024-Q1
Unchanged
69,876
0.0%
$2.7M0.1%$37.42
0
2023-Q4
New
69,876
-
$2.6M0.1%$35.44
36

Other major holders of DNL: Steward Partners Investment Advisory, LLC, MORGAN STANLEY, ROYAL BANK OF CANADA

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