Steward Partners Investment Advisory’s WisdomTree Battery Value Chain and Innovation Fund WBAT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-100
Closed -$2.61K 4254
2025
Q1
$2.61K Hold
100
﹤0.01% 3581
2024
Q4
$2.65K Hold
100
﹤0.01% 3567
2024
Q3
$2.73K Buy
+100
New +$2.73K ﹤0.01% 3374