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

WTMFWTMF
22 quarters

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

Steward Partners Investment Advisory, LLC holds 1,250 shares of WTMF (WISDOMTREE TR), worth $51,063 as of 2026-Q2. WTMF represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$51,063

Current Shares

1,250

Total Value Change

-$1.4M

Total Shares Change

-36,537

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
1,250
0.0%
$51,0630.0%$40.85
0
2026-Q1
New
1,250
-
$49,6070.0%$39.32
28
2023-Q4
Exited
0
-100.0%
$00.0%$32.84
0
2023-Q3
Decreased
31
-87.9%
$1,0920.0%$31.42
0
2023-Q2
Increased
256
+725.8%
$8,9560.0%$31.04
27
2023-Q1
Decreased
31
-92.8%
$1,0400.0%$29.92
0
2022-Q4
Unchanged
431
0.0%
$13,5920.0%$28.14
0
2022-Q3
Unchanged
431
0.0%
$15,0000.0%$29.08
0
2022-Q2
Unchanged
431
0.0%
$15,0000.0%$30.12
0
2022-Q1
Unchanged
431
0.0%
$15,0000.0%$30.68
0
2021-Q4
Decreased
431
-28.9%
$15,0000.0%$29.84
0
2021-Q3
Unchanged
606
0.0%
$25,0000.0%$30.36
0
2021-Q2
Decreased
606
-50.6%
$25,0000.0%$30.67
0
2021-Q1
Increased
1,226
+110.7%
$23.9M0.0%$28.70
46
2020-Q4
Decreased
582
-38.9%
$22,0000.0%$27.43
0
2020-Q3
Decreased
953
-26.4%
$33,0000.0%$25.70
0
2020-Q2
Unchanged
1,294
0.0%
$45,0000.0%$25.90
0
2020-Q1
Unchanged
1,294
0.0%
$46,0000.0%$26.90
0
2019-Q4
Decreased
1,294
-63.9%
$48,0000.0%$27.44
0
2019-Q3
Decreased
3,587
-54.3%
$136,0000.0%$27.82
0
2019-Q2
Decreased
7,853
-79.2%
$296,0000.0%$27.43
0
2019-Q1
New
37,787
-
$1.5M0.1%$28.23
35

Other major holders of WTMF: MORGAN STANLEY

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