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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

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
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

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Us Aggbd Et (AGG)
Home Depot (HD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Wisdomtree Tr Us Qtly Div Grt (DGRW)

View all positions for Steward Partners Investment Advisory

Top funds holding Wisdomtree Tr

Stratos Wealth Partners
Kestra Advisory Services
Advisory Services Network
LPL Financial
Raymond James & Associates
Bank of America Corporation
Raymond James Financial Services Advisors
Prospera Financial Services
Branch Banking & Trust Company
Stifel Financial
Masso Torrence Wealth Management
AdvisorNet Financial
Private Advisor
Cambridge Investment Research Advisors
Citadel Advisors

View all funds holding Wisdomtree Tr