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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 9,405 shares of DWM (WISDOMTREE TR), worth $688,580 as of 2026-Q2. DWM represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$688,580

Current Shares

9,405

Total Value Change

+$153,015

Total Shares Change

+100

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
9,405
0.0%
$688,5800.0%$73.21
0
2026-Q1
Unchanged
9,405
0.0%
$657,3210.0%$72.03
0
2025-Q4
Unchanged
9,405
0.0%
$646,6880.0%$69.06
0
2025-Q3
Increased
9,405
+1.1%
$622,7790.0%$65.43
25
2025-Q2
Unchanged
9,305
0.0%
$591,4260.0%$62.72
0
2025-Q1
Unchanged
9,305
0.0%
$541,1310.0%$56.73
0
2024-Q4
Unchanged
9,305
0.0%
$490,3270.0%$51.08
0
2024-Q3
Decreased
9,305
-0.3%
$535,5650.0%$55.61
0

Other major holders of DWM: MORGAN STANLEY

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