Steward Partners Investment Advisory, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Steward Partners Investment Advisory, LLC

$16.6 Billion
Q3 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 47,323 shares of WTV stock, worth $4.28 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

47,323

Previous 43,853 7.91%

Holding current value

$4.28 Million

Previous $3.79 Million 13.67%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$85.93 - $92.12 $298,177 - $319,656	3,470 Added 7.91%	47,323 $4.31 Million
Q2 2025 Aug 12, 2025	SELL	$72.32 - $86.4 $666,067 - $795,744	-9,210 Reduced 17.36%	43,853 $3.79 Million
Q1 2025 May 13, 2025	BUY	$79.96 - $87.71 $579,150 - $635,283	7,243 Added 15.81%	53,063 $4.36 Million
Q4 2024 Feb 06, 2025	BUY	$79.95 - $89.42 $3.66 Million - $4.1 Million	45,820 New	45,820 $3.83 Million
Q4 2022 Feb 15, 2023	BUY	$52.5 - $60.43 $945 - $1,087	18 New	18 $1,000

Q2 2022 Aug 04, 2022	SELL	$52.19 - $63.1 $2,609 - $3,155	-50 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$59.59 - $63.49 $2,979 - $3,174	50 New	50 $3,000

Others Institutions Holding WTV

# of Institutions

191

Shares Held

17.7M

Call Options Held

Put Options Held

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About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
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Steward Partners Investment Advisory, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History