Back to Steward Partners Investment Advisory, LLC Steward Partners Investment Advisory, LLC

DFEDFE
23 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in WISDOMTREE TR

Steward Partners Investment Advisory, LLC holds 175 shares of DFE (WISDOMTREE TR), worth $12,595 as of 2026-Q2. DFE represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$12,595

Current Shares

175

Total Value Change

+$3,595

Total Shares Change

+19

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
175
0.0%
$12,5950.0%$71.97
0
2026-Q1
Unchanged
175
0.0%
$12,5530.0%$74.21
0
2025-Q4
Decreased
175
-22.2%
$12,5710.0%$72.06
0
2025-Q3
Increased
225
+28.6%
$15,8440.0%$69.04
23
2025-Q2
Unchanged
175
0.0%
$12,2710.0%$68.56
0
2025-Q1
New
175
-
$10,6680.0%$59.27
24
2024-Q2
Exited
0
-100.0%
$00.0%$55.74
0
2024-Q1
Unchanged
64
0.0%
$3,8240.0%$54.71
0
2023-Q4
Unchanged
64
0.0%
$3,8160.0%$54.40
0
2023-Q3
Unchanged
64
0.0%
$3,3580.0%$47.57
0
2023-Q2
Unchanged
64
0.0%
$3,5740.0%$49.51
0
2023-Q1
Unchanged
64
0.0%
$3,7320.0%$50.93
0
2022-Q4
Unchanged
64
0.0%
$3,5020.0%$47.34
0
2022-Q3
Unchanged
64
0.0%
$3,0000.0%$38.47
0
2022-Q2
Unchanged
64
0.0%
$4,0000.0%$47.23
0
2022-Q1
Unchanged
64
0.0%
$4,0000.0%$55.84
0
2021-Q4
Unchanged
64
0.0%
$5,0000.0%$60.66
0
2021-Q3
Unchanged
64
0.0%
$5,0000.0%$58.14
0
2021-Q2
Decreased
64
-96.6%
$5,0000.0%$59.57
0
2021-Q1
New
1,860
-
$64.8M0.0%$55.23
41
2019-Q4
Exited
0
-100.0%
$00.0%$49.78
0
2019-Q3
Increased
181
+16.0%
$10,0000.0%$42.50
20
2019-Q2
New
156
-
$9,0000.0%$44.37
23

Other major holders of DFE: UBS Group AG, JANE STREET GROUP, LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used