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DNLDNL
11 quarters

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

Yes. Newedge Group holds 47,586 shares of DNL, worth $2.2M, as of its Q2 2026 13F filing. It reduced the position by 3,917 shares (-7.6%) from Q1 2026. Newedge Group has held DNL since Q4 2023, across 11 quarterly 13F filings.

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%$46.09
0
2026-Q1
Increased
51,503
+3.1%
$2.1M0.0%$40.14
27
2025-Q4
Decreased
49,957
-21.2%
$2.1M0.0%$40.96
0
2025-Q3
Unchanged
63,368
0.0%
$2.6M0.0%$40.01
0
2025-Q2
Decreased
63,368
-2.4%
$2.5M0.0%$39.63
0
2025-Q1
Decreased
64,914
-3.1%
$2.3M0.0%$34.81
0
2024-Q4
Decreased
66,964
-8.0%
$2.4M0.0%$35.00
0
2024-Q3
Increased
72,746
+0.2%
$2.9M0.1%$38.09
26
2024-Q2
Increased
72,621
+3.9%
$2.8M0.1%$37.64
27
2024-Q1
Unchanged
69,876
0.0%
$2.7M0.1%$37.18
0
2023-Q4
New
69,876
-
$2.6M0.1%$35.22
36

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

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