WisdomTree Investments shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of WisdomTree Investments (WT) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in WisdomTree Investments
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Quarterly reported holdings in WisdomTree Investments by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $17k | 2.5k | 6.93 |
| 2023-09-30 | $83k | 12k | 7.00 |
| 2023-06-30 | $124k | 18k | 6.86 |
| 2023-03-31 | $123k | 21k | 5.86 |
| 2022-12-31 | $132k | 24k | 5.45 |
| 2022-09-30 | $113k | 24k | 4.67 |
| 2022-06-30 | $123k | 24k | 5.08 |
| 2022-03-31 | $38k | 6.5k | 5.85 |
| 2017-12-31 | $2.0k | 200 | 10.00 |
| 2017-09-30 | $2.0k | 200 | 10.00 |
| 2017-06-30 | $2.0k | 200 | 10.00 |
More positions owned by Steward Partners Investment Advisory
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