WisdomTree Total Earnings Fund shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of WisdomTree Total Earnings Fund shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in WisdomTree Total Earnings Fund
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Quarterly reported holdings in WisdomTree Total Earnings Fund by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $48k | 975 | 49.19 |
| 2023-09-30 | $43k | 975 | 44.17 |
| 2023-06-30 | $45k | 975 | 45.93 |
| 2023-03-31 | $42k | 975 | 43.11 |
| 2022-12-31 | $40k | 975 | 41.07 |
| 2022-09-30 | $37k | 975 | 37.95 |
| 2022-06-30 | $61k | 1.5k | 40.67 |
| 2022-03-31 | $72k | 1.5k | 48.00 |
| 2021-12-31 | $77k | 1.5k | 51.33 |
| 2021-09-30 | $70k | 1.5k | 46.67 |
| 2021-03-31 | $121k | 2.7k | 43.92 |
| 2020-09-30 | $55k | 1.5k | 36.67 |
| 2020-06-30 | $50k | 1.5k | 33.33 |
| 2020-03-31 | $41k | 1.5k | 27.33 |
| 2019-12-31 | $58k | 1.6k | 36.48 |
| 2019-09-30 | $53k | 1.6k | 33.33 |
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