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Position history for Pathstone Holdings, LLCPathstone Holdings, LLC's holdings in WISDOMTREE TR

Pathstone Holdings, LLC holds 52,074 shares of DTD (WISDOMTREE TR), worth $4.9M as of 2026-Q2. DTD represents 0.0% of Pathstone Holdings, LLC's portfolio.

Current Value

$4.9M

Current Shares

52,074

Total Value Change

+$355,626

Total Shares Change

-6,614

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
52,074
0.0%
$4.9M0.0%$93.14
0
2026-Q1
Unchanged
52,074
0.0%
$4.5M0.0%$85.83
0
2025-Q4
Unchanged
52,074
0.0%
$4.4M0.0%$84.00
0
2025-Q3
Decreased
52,074
-2.2%
$4.4M0.0%$82.67
0
2025-Q2
Decreased
53,236
-1.0%
$4.2M0.0%$77.86
0
2025-Q1
Decreased
53,762
-8.0%
$4.1M0.0%$74.91
0
2024-Q4
Decreased
58,432
-0.4%
$4.4M0.0%$73.52
0
2024-Q3
Decreased
58,688
-0.4%
$4.5M0.0%$73.90
0

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

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