Wisdomtree Tr shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of Wisdomtree Tr (WTBN) 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 |
|---|---|---|---|
| 2025-09-30 | $528k | 21k | 25.67 |
| 2025-06-30 | $378k | 15k | 25.45 |
| 2025-03-31 | $2.5k | 100 | 25.25 |
| 2024-12-31 | $2.5k | 100 | 24.82 |
| 2024-09-30 | $2.6k | 100 | 25.71 |
| 2024-06-30 | $2.5k | 100 | 24.69 |
| 2024-03-31 | $2.5k | 100 | 24.77 |
| 2023-12-31 | $5.0k | 200 | 25.12 |
More positions owned by Steward Partners Investment Advisory
View all positions for Steward Partners Investment Advisory