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Wealth Enhancement Trust Services’s Digital Realty Trust DLR Stock Holding History

Wealth Enhancement Trust Services’s Portfolio DLR Stock Details DLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$80.8K Sell
450
-16
-3% -$3.06K 0.01% 408
2026
Q1 		$84K Buy
466
+11
+2% +$1.88K 0.01% 372
2025
Q4 		$70.4K Buy
+455
New +$74.7K 0.01% 387

Other funds holding DLR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Wealth Enhancement Trust Services's DLR Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its Digital Realty Trust (DLR) stake by 3.4% in Q2 2026, selling an estimated $3.06K and leaving 450 shares worth $80.8K. The position accounts for 0.01% of the portfolio, ranked #408.

Wealth Enhancement Trust Services first reported a position in DLR in Q4 2025 and has held it in 3 quarters since. The position peaked at $84K in Q1 2026. 1,004 funds tracked by Wall St. Rank hold DLR as of Q2 2026.

  • Wealth Enhancement Trust Services held 450 shares of Digital Realty Trust worth $80.8K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 16 Digital Realty Trust shares in Q2 2026, an estimated $3.06K.
  • Digital Realty Trust made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #408 holding.
  • Wealth Enhancement Trust Services first reported a position in Digital Realty Trust in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Digital Realty Trust position peaked at $84K in Q1 2026.
  • 1,004 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2026.

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