Wealth Enhancement Trust Services
DOCU icon

Wealth Enhancement Trust Services’s DocuSign DOCU Stock Holding History

Wealth Enhancement Trust Services’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-258
Closed -$11.5K – 989
2026
Q2 		$11.5K Buy
+258
New +$12.1K ﹤0.01% 709

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Wealth Enhancement Trust Services's DOCU Position: Q3 2026 in Review

Wealth Enhancement Trust Services sold out of DocuSign (DOCU) in Q3 2026, closing a stake of 258 shares — an estimated $11.5K sold.

Wealth Enhancement Trust Services first reported a position in DOCU in Q2 2026 and held it in 1 quarter. The position peaked at $11.5K in Q2 2026. 586 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

  • Wealth Enhancement Trust Services reported no remaining DocuSign position as of Q3 2026 after selling out during the quarter.
  • Wealth Enhancement Trust Services sold 258 DocuSign shares in Q3 2026, an estimated $11.5K.
  • Wealth Enhancement Trust Services first reported a position in DocuSign in Q2 2026 and held it in 1 quarter.
  • Wealth Enhancement Trust Services's DocuSign position peaked at $11.5K in Q2 2026.
  • 586 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.