Steward Partners Investment Advisory’s WisdomTree Bianco Total Return Fund WTBN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$378K	Buy
2025 Q1	$2.52K	Hold
2024 Q4	$2.48K	Hold
2024 Q3	$2.57K	Hold
2024 Q2	$2.47K	Hold
2024 Q1	$2.48K	Sell
2023 Q4	$5.02K	Buy