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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 18,027 shares of GCC (WISDOMTREE TR), worth $408,312 as of 2026-Q2. The position was decreased (-16.0% shares). GCC represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$408,312

Current Shares

18,027

Total Value Change

+$303,231

Total Shares Change

+12,445

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
18,027
-16.0%
$408,3120.0%$22.65
0
2026-Q1
Increased
21,451
+23.5%
$513,5370.0%$23.94
29
2025-Q4
Unchanged
17,371
0.0%
$367,3970.0%$21.15
0
2025-Q3
Increased
17,371
+6.8%
$371,5670.0%$20.02
25
2025-Q2
Increased
16,268
+0.1%
$323,6370.0%$18.62
23
2025-Q1
Increased
16,251
+191.1%
$318,6150.0%$18.36
38
2024-Q4
New
5,582
-
$105,0810.0%$17.63
30

Other major holders of GCC: MORGAN STANLEY, LPL Financial LLC

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