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WCBRWCBR
11 quarters

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

Steward Partners Investment Advisory, LLC holds 100 shares of WCBR (WISDOMTREE TR), worth $3,622 as of 2026-Q2.

Current Value

$3,622

Current Shares

100

Total Value Change

-$4,268

Total Shares Change

-211

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
100
0.0%
$3,6220.0%$36.22
0
2026-Q1
Decreased
100
-53.0%
$2,4950.0%$24.99
0
2025-Q4
Unchanged
213
0.0%
$5,9330.0%$28.17
0
2025-Q3
Unchanged
213
0.0%
$6,6840.0%$31.76
0
2025-Q2
Unchanged
213
0.0%
$6,7970.0%$31.47
0
2025-Q1
Increased
213
+0.9%
$5,7720.0%$27.58
16
2024-Q4
Unchanged
211
0.0%
$5,9630.0%$28.53
0
2024-Q3
Unchanged
211
0.0%
$5,3680.0%$25.27
0
2024-Q2
Unchanged
211
0.0%
$5,3020.0%$25.12
0
2024-Q1
Decreased
211
-32.1%
$5,4100.0%$25.63
0
2023-Q4
New
311
-
$7,8900.0%$25.36
23

Other major holders of WCBR: HighTower Advisors, LLC, JANE STREET GROUP, LLC, LPL Financial LLC

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