Wisdomtree Tr shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of Wisdomtree Tr (WTAI) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in Wisdomtree Tr
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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 |
|---|---|---|---|
| 2024-12-31 | $276k | 13k | 22.00 |
| 2024-09-30 | $225k | 11k | 19.93 |
| 2024-06-30 | $181k | 8.7k | 20.89 |
| 2024-03-31 | $112k | 5.4k | 20.77 |
| 2023-12-31 | $73k | 3.5k | 20.69 |
| 2023-09-30 | $58k | 3.4k | 17.42 |
More positions owned by Steward Partners Investment Advisory
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