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

Steward Partners Investment Advisory’s Portfolio WBAT Stock Details WBAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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	+$2.56K	﹤0.01%	3374

Steward Partners Investment Advisory's WBAT Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of WisdomTree Battery Value Chain and Innovation Fund (WBAT) in Q2 2025, closing a stake of 100 shares — an estimated $2.61K sold.

Steward Partners Investment Advisory first reported a position in WBAT in Q3 2024 and held it in 3 quarters. The position peaked at $2.73K in Q3 2024. 0 funds tracked by Wall St. Rank hold WBAT as of Q2 2025.

Steward Partners Investment Advisory reported no remaining WisdomTree Battery Value Chain and Innovation Fund position as of Q2 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 100 WisdomTree Battery Value Chain and Innovation Fund shares in Q2 2025, an estimated $2.61K.
Steward Partners Investment Advisory first reported a position in WisdomTree Battery Value Chain and Innovation Fund in Q3 2024 and held it in 3 quarters.
Steward Partners Investment Advisory's WisdomTree Battery Value Chain and Innovation Fund position peaked at $2.73K in Q3 2024.
0 funds tracked by Wall St. Rank held WisdomTree Battery Value Chain and Innovation Fund as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.