Steward Partners Investment Advisory, LLC
Position in WTMF — WisdomTree Managed Futures Strategy Fund
CIK 1723397
STAMFORD, CT
All Filings in WTMF
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 WTMF | $49,612 | 1,250 | Shares | Sole | 2026-05-08 | |
| 2023-09-30 WTMF | $1,091 | 31 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 WTMF | $8,957 | 256 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 WTMF | $1,040 | 31 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 WTMF | $13,593 | 431 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 WTMF | $14,839 | 431 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 WTMF | $15,132 | 431 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 WTMF | $15,498 | 431 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 WTMF | $15,274 | 431 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 WTMF | $24,839 | 606 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 WTMF | $25,100 | 606 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 WTMF | $23,888 | 613 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 WTMF | $21,586 | 582 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 WTMF | $33,364 | 953 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 WTMF | $45,290 | 1,294 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 WTMF | $46,907 | 1,294 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||