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XSOEXSOE
Showing 8 of 30 quarters

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

Steward Partners Investment Advisory, LLC holds 9,858 shares of XSOE (WISDOMTREE TR), worth $484,816 as of 2026-Q2. The position was decreased (-10.4% shares). XSOE represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$484,816

Current Shares

9,858

Total Value Change

+$62,395

Total Shares Change

-2,931

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
9,858
-10.4%
$484,8160.0%$49.18
0
2026-Q1
Decreased
11,005
-0.1%
$441,3010.0%$41.38
0
2025-Q4
Increased
11,018
+0.1%
$429,9220.0%$39.14
24
2025-Q3
Increased
11,003
+5.1%
$417,4540.0%$37.65
25
2025-Q2
Unchanged
10,465
0.0%
$360,8330.0%$34.00
0
2025-Q1
Decreased
10,465
-6.3%
$323,0550.0%$30.48
0
2024-Q4
Decreased
11,165
-12.7%
$340,3090.0%$30.13
0
2024-Q3
Decreased
12,789
-1.6%
$422,4210.0%$32.84
0

Other major holders of XSOE: LPL Financial LLC, JANE STREET GROUP, LLC, MORGAN STANLEY

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