Steward Partners Investment Advisory’s WisdomTree WT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,500	Closed	-$17.3K	–	3687
2023 Q4	$17.3K	Sell	2,500 -9,400	-79%	-$62.3K	﹤0.01%	2469
2023 Q3	$83.3K	Sell	11,900 -6,100	-34%	-$42.7K	﹤0.01%	1664
2023 Q2	$123K	Sell	18,000 -3,000	-14%	-$20.1K	﹤0.01%	1476
2023 Q1	$123K	Sell	21,000 -3,200	-13%	-$18.6K	﹤0.01%	1497
2022 Q4	$132K	Hold	24,200	–	–	﹤0.01%	1432
2022 Q3	$113K	Hold	24,200	–	–	﹤0.01%	1447
2022 Q2	$123K	Buy	24,200 +17,700	+272%	+$102K	﹤0.01%	1420
2022 Q1	$38K	Buy	+6,500	New	+$37.1K	﹤0.01%	2065
2018 Q1	–	Sell	-200	Closed	-$2K	–	2352
2017 Q4	$2K	Hold	200	–	–	﹤0.01%	1731
2017 Q3	$2K	Hold	200	–	–	﹤0.01%	1531
2017 Q2	$2K	Buy	+200	New	+$1.85K	﹤0.01%	1451

Other funds holding WT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Steward Partners Investment Advisory's WT Position: Q1 2024 in Review

Steward Partners Investment Advisory sold out of WisdomTree (WT) in Q1 2024, closing a stake of 2,500 shares — an estimated $17.3K sold.

Steward Partners Investment Advisory first reported a position in WT in Q2 2017 and held it in 11 quarters. The position peaked at $132K in Q4 2022. 206 funds tracked by Wall St. Rank hold WT as of Q1 2024.

Steward Partners Investment Advisory reported no remaining WisdomTree position as of Q1 2024 after selling out during the quarter.
Steward Partners Investment Advisory sold 2,500 WisdomTree shares in Q1 2024, an estimated $17.3K.
Steward Partners Investment Advisory first reported a position in WisdomTree in Q2 2017 and held it in 11 quarters.
Steward Partners Investment Advisory's WisdomTree position peaked at $132K in Q4 2022.
206 funds tracked by Wall St. Rank held WisdomTree as of Q1 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2024, filed 15 May 2024.