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Position history for Corient Private Wealth LPCorient Private Wealth LP's holdings in WISDOMTREE TR

Corient Private Wealth LP holds 38,003 shares of DTD (WISDOMTREE TR), worth $3.5M as of 2026-Q2. DTD represents 0.0% of Corient Private Wealth LP's portfolio.

Current Value

$3.5M

Current Shares

38,003

Total Value Change

+$160,147

Total Shares Change

-6,123

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
38,003
0.0%
$3.5M0.0%$93.14
0
2026-Q1
Decreased
38,003
-49.9%
$3.3M0.0%$85.83
0
2025-Q4
Increased
75,863
+101.9%
$6.4M0.0%$84.00
44
2025-Q3
Unchanged
37,567
0.0%
$3.2M0.0%$82.67
0
2025-Q2
Unchanged
37,567
0.0%
$3M0.0%$77.86
0
2025-Q1
Unchanged
37,567
0.0%
$2.9M0.0%$74.91
0
2024-Q4
Decreased
37,567
-14.9%
$2.8M0.0%$73.52
0
2024-Q3
Decreased
44,126
-4.8%
$3.4M0.0%$73.90
0

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

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