Steward Partners Investment Advisory, LLC Wisdomtree Tr Europe Smallcap Transaction History

Steward Partners Investment Advisory, LLC

  • $12.3 Billion
  • Q2 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Wisdomtree Tr Europe Smallcap stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 175 shares of DFE stock, worth $12,148. This represents 0.0% of its overall portfolio holdings.

Number of Shares
175
Previous 175 -0.0%
Holding current value
$12,148
Previous $10,000 20.0%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$54.53 - $63.21 $9,542 - $11,061
175 New
175 $10,000
Q2 2021

Aug 13, 2021
SELL
$71.04 - $77.82 $61,520 - $67,392
-866 Reduced 93.12%
64 $5,000
Q1 2021

May 14, 2021
BUY
$63.97 - $70.06 $59,492 - $65,155
930 New
930 $0
Q4 2019

Jan 17, 2020
SELL
$54.14 - $65.35 $9,799 - $11,828
-181 Closed
0 $0
Q3 2019

Oct 30, 2019
BUY
$55.58 - $57.84 $1,389 - $1,446
25 Added 16.03%
181 $10,000
Q2 2019

Jul 25, 2019
BUY
N/A
156 New
156 $9,000
Q4 2018

Jan 15, 2019
SELL
N/A
-1,004 Closed
0 $0
Q3 2018

Oct 23, 2018
SELL
N/A
-1,333 Reduced 57.04%
1,004 $64,000
Q2 2018

Jul 20, 2018
BUY
N/A
1,513 Added 183.62%
2,337 $153,000
Q1 2018

Apr 20, 2018
BUY
N/A
1 Added 0.12%
824 $57,000
Q4 2017

Jan 19, 2018
BUY
N/A
3 Added 0.37%
823 $58,000
Q3 2017

Nov 22, 2017
BUY
N/A
5 Added 0.61%
820 $56,000
Q2 2017

Nov 22, 2017
BUY
N/A
13 Added 1.62%
815 $52,000
Q1 2017

Nov 22, 2017
BUY
N/A
802
802 $47,000

Others Institutions Holding DFE

# of Institutions
72
Shares Held
670K
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR EUROPE SMALLCAP

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