Back to Steward Partners Investment Advisory, LLC Steward Partners Investment Advisory, LLC

WTBNWTBN
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 60,488 shares of WTBN (WISDOMTREE TR), worth $1.5M as of 2026-Q2. The position was decreased (-17.0% shares). WTBN represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$1.5M

Current Shares

60,488

Total Value Change

+$1.5M

Total Shares Change

+60,288

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
60,488
-17.0%
$1.5M0.0%$25.07
0
2026-Q1
Increased
72,855
+254.3%
$1.8M0.0%$24.95
42
2025-Q4
Unchanged
20,561
0.0%
$523,3800.0%$25.00
0
2025-Q3
Increased
20,561
+38.4%
$527,6980.0%$24.82
32
2025-Q2
Increased
14,861
+148x
$378,2120.0%$24.37
38
2025-Q1
Unchanged
100
0.0%
$2,5250.0%$23.96
0
2024-Q4
Unchanged
100
0.0%
$2,4820.0%$23.39
0
2024-Q3
Unchanged
100
0.0%
$2,5710.0%$23.91
0
2024-Q2
Unchanged
100
0.0%
$2,4690.0%$22.86
0
2024-Q1
Decreased
100
-50.0%
$2,4770.0%$22.73
0
2023-Q4
New
200
-
$5,0240.0%$22.87
21

Other major holders of WTBN: LPL Financial LLC, &PARTNERS, ENVESTNET ASSET MANAGEMENT INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used