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Wisdomtree Tr shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of Wisdomtree Tr (GCC) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $372k 17k 21.39
2025-06-30 $324k 16k 19.89
2025-03-31 $319k 16k 19.61
2024-12-31 $105k 5.6k 18.83
2024-03-31 $1.8k 100 18.43
2021-03-31 $14k 700 20.06