Steward Partners Investment Advisory, LLC Wisdom Tree Investments, Inc. Transaction History

Steward Partners Investment Advisory, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 12, 2024	SELL	N/A	-9,400 Reduced 78.99%	2,500 $13,000
Q3 2023 Nov 13, 2023	SELL	N/A	-6,100 Reduced 33.89%	11,900 $64,000
Q2 2023 Aug 14, 2023	SELL	N/A	-3,000 Reduced 14.29%	18,000 $98,000
Q1 2023 May 15, 2023	SELL	$5.46 - $5.57 $17,472 - $17,824	-3,200 Reduced 13.22%	21,000 $114,000
Q2 2022 Aug 04, 2022	BUY	$4.98 - $6.29 $88,146 - $111,333	17,700 Added 272.31%	24,200 $123,000
Q1 2022 May 02, 2022	BUY	$5.16 - $6.49 $33,540 - $42,185	6,500 New	6,500 $38,000
Q1 2018 Apr 20, 2018	SELL	$8.94 - $13.23 $1,788 - $2,646	-200 Closed	0 $0
Q2 2017 Nov 22, 2017	BUY	N/A	200	200 $2,000

226

114M

38.9K

15.1K

Ticker WETF
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 146,584,992
Market Cap $800M
Description
WisdomTree Investments, Inc., through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager. It offers ETFs in equities, currency, fixed income, and alternatives asset classes. The company also licenses its indexes to third parties for proprietary products, as well as offers a platform to promote the use of Wisd...

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