Steward Partners Investment Advisory, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Steward Partners Investment Advisory, LLC

  • $11 Billion
  • Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 45,820 shares of WTV stock, worth $3.94 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
45,820
Holding current value
$3.94 Million
% of portfolio
0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$79.95 - $89.42 $3.66 Million - $4.1 Million
45,820 New
45,820 $3.83 Million
Q4 2022

Feb 15, 2023
BUY
$52.5 - $60.43 $945 - $1,087
18 New
18 $1,000
Q2 2022

Aug 04, 2022
SELL
$52.19 - $63.1 $2,609 - $3,155
-50 Closed
0 $0
Q4 2021

Feb 08, 2022
BUY
$59.59 - $63.49 $2,979 - $3,174
50 New
50 $3,000

Others Institutions Holding WTV

# of Institutions
96
Shares Held
3.92M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR WISDOMTREE U.S.

WTV Quotes by TradingView
  • Ticker WTV
  • Sector ETFs
  • Industry ETFs
More about WTV
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email