Wealth Enhancement Advisory Services
DDS icon

Wealth Enhancement Advisory Services’s Dillards DDS Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio DDS Stock Details DDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$789K Buy
+1,216
New +$736K ﹤0.01% 2377
2026
Q1 		– Sell
-512
Closed -$334K – 3652
2025
Q4 		$334K Buy
512
+30
+6% +$18.9K ﹤0.01% 2830
2025
Q3 		$295K Buy
482
+39
+9% +$20.2K ﹤0.01% 2809
2025
Q2 		$202K Sell
443
-425
-49% -$159K ﹤0.01% 2988
2025
Q1 		$311K Sell
868
-304
-26% -$131K ﹤0.01% 2423
2024
Q4 		$506K Sell
1,172
-4
-0.3% -$1.64K ﹤0.01% 1986
2024
Q3 		$451K Buy
1,176
+488
+71% +$186K ﹤0.01% 1890
2024
Q2 		$303K Buy
688
+3
+0.4% +$1.3K ﹤0.01% 1971
2024
Q1 		$323K Sell
685
-13
-2% -$5.33K ﹤0.01% 1870
2023
Q4 		$282K Sell
698
-3
-0.4% -$1.02K ﹤0.01% 1856
2023
Q3 		$232K Buy
+701
New +$232K ﹤0.01% 1912

Other funds holding DDS

WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Wealth Enhancement Advisory Services's DDS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Dillards (DDS) in Q3 2026: 1,216 shares worth $789K. The stake represents ﹤0.01% of the portfolio and ranks #2377 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in DDS as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in DDS in Q3 2023 and has held it in 11 quarters since. 13 funds tracked by Wall St. Rank hold DDS as of Q3 2026.

  • Wealth Enhancement Advisory Services held 1,216 shares of Dillards worth $789K as of Q3 2026.
  • Dillards was a new Wealth Enhancement Advisory Services position in Q3 2026.
  • Dillards made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2377 holding.
  • Wealth Enhancement Advisory Services first reported a position in Dillards in Q3 2023 and has held it in 11 quarters since.
  • 13 funds tracked by Wall St. Rank held Dillards as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.