Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Dynatrace DT Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio DT Stock Details DT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.53M Buy
86,789
+56,941
+191% +$2.22M 0.01% 1218
2026
Q1 		$1.12M Buy
29,848
+10,353
+53% +$396K ﹤0.01% 1719
2025
Q4 		$833K Buy
19,495
+8,261
+74% +$385K ﹤0.01% 2076
2025
Q3 		$541K Buy
11,234
+686
+7% +$34.7K ﹤0.01% 2306
2025
Q2 		$596K Sell
10,548
-1,205
-10% -$60.4K ﹤0.01% 2095
2025
Q1 		$554K Sell
11,753
-2,132
-15% -$117K ﹤0.01% 1983
2024
Q4 		$755K Buy
13,885
+2,902
+26% +$158K ﹤0.01% 1709
2024
Q3 		$587K Buy
+10,983
New +$523K ﹤0.01% 1718
2024
Q2 		– Sell
-6,039
Closed -$280K – 2639
2024
Q1 		$280K Buy
6,039
+1,381
+30% +$71.9K ﹤0.01% 1966
2023
Q4 		$255K Buy
+4,658
New +$235K ﹤0.01% 1933

Other funds holding DT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services's DT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Dynatrace (DT) stake by 191% in Q2 2026, buying an estimated $2.22M and bringing the position to 86,789 shares worth $3.53M. The position accounts for 0.01% of the portfolio, ranked #1218.

Wealth Enhancement Advisory Services first reported a position in DT in Q4 2023 and has held it in 10 quarters since. 82 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 86,789 shares of Dynatrace worth $3.53M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 56,941 Dynatrace shares in Q2 2026, an estimated $2.22M.
  • Dynatrace made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1218 holding.
  • Wealth Enhancement Advisory Services first reported a position in Dynatrace in Q4 2023 and has held it in 10 quarters since.
  • 82 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.