Steward Partners Investment Advisory, LLC Wisdomtree Tr Transaction History

Steward Partners Investment Advisory, LLC

  • $9.37 Billion
  • Q2 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 85,188 shares of DTH stock, worth $3.3 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
85,188
Previous 84,524 0.79%
Holding current value
$3.3 Million
Previous $3.35 Million 2.42%
% of portfolio
0.03%
Previous 0.04%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
BUY
$38.08 - $41.21 $25,285 - $27,363
664 Added 0.79%
85,188 $3.27 Million
Q1 2024

May 15, 2024
BUY
$37.09 - $39.82 $81,783 - $87,803
2,205 Added 2.68%
84,524 $3.35 Million
Q4 2023

Feb 12, 2024
BUY
$34.66 - $39.12 $7,070 - $7,980
204 Added 0.25%
82,319 $3.2 Million
Q3 2023

Nov 13, 2023
BUY
$35.8 - $38.54 $36,838 - $39,657
1,029 Added 1.27%
82,115 $2.97 Million
Q2 2023

Aug 14, 2023
SELL
$36.15 - $39.0 $49,380 - $53,274
-1,366 Reduced 1.66%
81,086 $3 Million
Q1 2023

May 15, 2023
BUY
$35.99 - $39.12 $2.87 Million - $3.12 Million
79,860 Added 3081.02%
82,452 $3.1 Million
Q2 2022

Aug 04, 2022
BUY
$34.57 - $40.19 $9,852 - $11,454
285 Added 12.35%
2,592 $90,000
Q1 2022

May 02, 2022
BUY
$36.97 - $41.22 $6,839 - $7,625
185 Added 8.72%
2,307 $92,000
Q4 2021

Feb 08, 2022
BUY
$36.83 - $39.04 $27,548 - $29,201
748 Added 54.44%
2,122 $82,000
Q1 2021

May 14, 2021
SELL
$37.05 - $39.86 $8,484 - $9,127
-229 Reduced 14.29%
1,374 $0
Q4 2020

Feb 11, 2021
BUY
$31.49 - $37.76 $31 - $37
1 Added 0.06%
1,603 $60,000
Q3 2020

Oct 30, 2020
SELL
$32.41 - $35.33 $29,104 - $31,726
-898 Reduced 35.92%
1,602 $53,000
Q2 2020

Aug 06, 2020
SELL
$28.17 - $35.69 $163,329 - $206,930
-5,798 Reduced 69.87%
2,500 $82,000
Q1 2020

Apr 29, 2020
BUY
$25.75 - $42.34 $123,625 - $203,274
4,801 Added 137.29%
8,298 $244,000
Q4 2019

Jan 17, 2020
BUY
$37.91 - $42.28 $37 - $42
1 Added 0.03%
3,497 $147,000
Q3 2019

Oct 30, 2019
BUY
$38.8 - $39.95 $34,881 - $35,915
899 Added 34.62%
3,496 $136,000
Q2 2019

Jul 25, 2019
BUY
N/A
2,597 New
2,597 $104,000
Q4 2018

Jan 15, 2019
SELL
N/A
-1,926 Closed
0 $0
Q3 2018

Oct 23, 2018
SELL
N/A
-670 Reduced 25.81%
1,926 $80,000
Q2 2018

Jul 20, 2018
SELL
N/A
-400 Reduced 13.35%
2,596 $107,000
Q4 2017

Jan 19, 2018
BUY
N/A
100 Added 3.45%
2,996 $132,000
Q3 2017

Nov 22, 2017
BUY
N/A
1,520 Added 110.47%
2,896 $126,000
Q1 2017

Nov 22, 2017
BUY
N/A
1,376
1,376 $55,000

Others Institutions Holding DTH

# of Institutions
80
Shares Held
5.56M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

DTH Quotes by TradingView
  • Ticker DTH
  • Sector ETFs
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