Steward Partners Investment Advisory, LLC
Position in EES — WisdomTree U.S. SmallCap Fund
CIK 1723397
STAMFORD, CT
All Filings in EES
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-12-31 EES | $3,252,096 | 60,291 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 EES | $3,515,207 | 66,639 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 EES | $3,234,249 | 68,624 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 EES | $4,313,527 | 86,064 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 EES | $1,943,677 | 39,014 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 EES | $533,475 | 12,329 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 EES | $488,384 | 10,899 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 EES | $491,843 | 11,380 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 EES | $484,631 | 11,379 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 EES | $445,637 | 11,377 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 EES | $467,740 | 11,375 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 EES | $377,589 | 7,873 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 EES | $399,532 | 7,773 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 EES | $375,475 | 7,769 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 EES | $265,125 | 5,368 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 EES | $467,403 | 9,865 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 EES | $204,991 | 5,267 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 EES | $158,311 | 5,300 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 EES | $148,938 | 5,248 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 EES | $160,731 | 7,198 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||