Steward Partners Investment Advisory, LLC Wisdomtree Tr Transaction History

Steward Partners Investment Advisory, LLC

$11 Billion
Q4 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 87,974 shares of DTH stock, worth $3.56 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

87,974

Previous 87,058 1.05%

Holding current value

$3.56 Million

Previous $3.61 Million 7.87%

% of portfolio

0.03%

Previous 0.03%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$37.38 - $41.11 $34,240 - $37,656	916 Added 1.05%	87,974 $3.32 Million
Q3 2024 Nov 14, 2024	BUY	$37.62 - $41.83 $70,349 - $78,222	1,870 Added 2.2%	87,058 $3.61 Million
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

Shares Held

5.55M

Call Options Held

Put Options Held

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About WISDOMTREE TR

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Steward Partners Investment Advisory, LLC Wisdomtree Tr Transaction History