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24 quarters

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

Steward Partners Investment Advisory, LLC previously held 0 shares of DFJ (WISDOMTREE TR), worth $0 as of 2026-Q2.

Final Value

$0

Final Shares

0

Total Value Change

-$970,000

Total Shares Change

-14,237

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Exited
0
-100.0%
$00.0%$105.31
0
2026-Q1
Decreased
40
-84.9%
$4,0820.0%$106.48
0
2025-Q4
Unchanged
265
0.0%
$25,5300.0%$96.72
0
2025-Q3
Increased
265
+15.2%
$25,1310.0%$94.28
22
2025-Q2
Increased
230
+475.0%
$19,7090.0%$84.71
30
2025-Q1
Unchanged
40
0.0%
$3,1710.0%$77.64
0
2024-Q4
Unchanged
40
0.0%
$3,0060.0%$73.10
0
2024-Q3
Unchanged
40
0.0%
$3,2260.0%$76.90
0
2024-Q2
Decreased
40
-81.4%
$3,0050.0%$72.06
0
2024-Q1
Decreased
215
-65.6%
$16,6200.0%$73.91
0
2023-Q4
New
625
-
$46,8130.0%$71.05
28
2022-Q1
Exited
0
-100.0%
$00.0%$59.97
0
2021-Q4
Increased
6,331
+5.8%
$452,0000.0%$64.03
25
2021-Q3
Increased
5,986
+0.8%
$460,0000.0%$68.88
24
2021-Q2
Decreased
5,936
-48.1%
$438,0000.0%$65.89
0
2021-Q1
Increased
11,430
+111.4%
$436.3M0.0%$68.06
50
2020-Q4
Increased
5,406
+2.8%
$392,0000.0%$63.70
24
2020-Q3
Decreased
5,260
-64.7%
$368,0000.0%$61.33
0
2020-Q2
Decreased
14,906
-3.9%
$953,0000.0%$56.16
0
2020-Q1
Increased
15,508
+3.0%
$901,0000.0%$51.21
26
2019-Q4
Decreased
15,056
-0.0%
$1.1M0.0%$62.85
0
2019-Q3
Increased
15,061
+3.8%
$1M0.0%$57.95
26
2019-Q2
Increased
14,513
+1.9%
$959,0000.0%$56.00
25
2019-Q1
New
14,237
-
$970,0000.0%$57.08
35

Other major holders of DFJ: FMR LLC

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