Wealth Enhancement Advisory Services
DLTR icon

Wealth Enhancement Advisory Services’s Dollar Tree DLTR Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio DLTR Stock Details DLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.64M Buy
74,572
+36,001
+93% +$4.48M 0.01% 852
2026
Q2 		$4.1M Buy
38,571
+9,929
+35% +$1.03M 0.01% 1139
2026
Q1 		$2.62M Buy
28,642
+4,380
+18% +$535K 0.01% 1245
2025
Q4 		$3.28M Buy
24,262
+51
+0.2% +$5.46K ﹤0.01% 1235
2025
Q3 		$2.06M Sell
24,211
-4,882
-17% -$522K ﹤0.01% 1418
2025
Q2 		$2.96M Buy
29,093
+15,369
+112% +$1.33M ﹤0.01% 1153
2025
Q1 		$1.03M Buy
13,724
+4,619
+51% +$330K ﹤0.01% 1587
2024
Q4 		$682K Buy
9,105
+1,588
+21% +$109K ﹤0.01% 1772
2024
Q3 		$529K Sell
7,517
-479
-6% -$43.7K ﹤0.01% 1799
2024
Q2 		$854K Sell
7,996
-58
-0.7% -$6.85K ﹤0.01% 1355
2024
Q1 		$1.07M Sell
8,054
-106
-1% -$14.6K ﹤0.01% 1211
2023
Q4 		$1.16M Buy
8,160
+811
+11% +$96K ﹤0.01% 1106
2023
Q3 		$782K Sell
7,349
-4,934
-40% -$661K ﹤0.01% 1197
2023
Q2 		$1.76M Sell
12,283
-907
-7% -$133K 0.02% 213
2023
Q1 		$1.89M Buy
+13,190
New +$1.91M 0.02% 232
2021
Q3 		– Sell
-60,787
Closed -$6M – 299
2021
Q2 		$6M Buy
+60,787
New +$6.61M 0.1% 91
2017
Q4 		– Sell
-31,792
Closed -$2.84M – 148
2017
Q3 		$2.84M Buy
+31,792
New +$2.43M 0.24% 51

Other funds holding DLTR

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Dollar Tree (DLTR) stake by 93% in Q3 2026, buying an estimated $4.48M and bringing the position to 74,572 shares worth $7.64M. The position accounts for 0.01% of the portfolio, ranked #852.

Wealth Enhancement Advisory Services first reported a position in DLTR in Q3 2017 and has held it in 17 quarters since. 57 funds tracked by Wall St. Rank hold DLTR as of Q3 2026.

  • Wealth Enhancement Advisory Services held 74,572 shares of Dollar Tree worth $7.64M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 36,001 Dollar Tree shares in Q3 2026, an estimated $4.48M.
  • Dollar Tree made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #852 holding.
  • Wealth Enhancement Advisory Services first reported a position in Dollar Tree in Q3 2017 and has held it in 17 quarters since.
  • 57 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2026.

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