Steward Partners Investment Advisory, LLC
Position in WTAI — WisdomTree Artificial Intelligence and Innovation Fund
CIK 1723397
STAMFORD, CT
All Filings in WTAI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 WTAI | $440,867 | 15,617 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 WTAI | $447,998 | 15,374 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 WTAI | $418,860 | 14,666 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 WTAI | $296,807 | 12,085 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 WTAI | $252,586 | 13,294 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 WTAI | $276,276 | 12,558 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 WTAI | $225,408 | 11,310 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 WTAI | $180,945 | 8,661 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 WTAI | $111,659 | 5,376 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 WTAI | $72,746 | 3,516 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 WTAI | $58,357 | 3,350 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||