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

Steward Partners Investment Advisory, LLC holds 53,214 shares of DTD (WISDOMTREE TR), worth $5M as of 2026-Q2. The position was increased (+1.4% shares). DTD represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$5M

Current Shares

53,214

Total Value Change

+$1.2M

Total Shares Change

+4,523

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
53,214
+1.4%
$5M0.0%$93.14
27
2026-Q1
Increased
52,465
+4.3%
$4.5M0.0%$85.83
28
2025-Q4
Increased
50,310
+0.4%
$4.3M0.0%$84.00
27
2025-Q3
Increased
50,092
+1.1%
$4.2M0.0%$82.67
27
2025-Q2
Increased
49,558
+0.3%
$3.9M0.0%$77.86
27
2025-Q1
Increased
49,424
+0.3%
$3.8M0.0%$74.91
27
2024-Q4
Increased
49,289
+1.2%
$3.7M0.0%$73.52
27
2024-Q3
Increased
48,691
+2.5%
$3.7M0.0%$73.90
27

Other major holders of DTD: BANK OF AMERICA CORP /DE/

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