Steward Partners Investment Advisory, LLC
Position in WTRE — WisdomTree New Economy Real Estate Fund
CIK 1723397
STAMFORD, CT
All Filings in WTRE
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 WTRE | $3,339 | 150 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 WTRE | $2,920 | 150 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 WTRE | $12,997 | 750 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 WTRE | $12,937 | 750 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 WTRE | $17,719 | 890 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 WTRE | $15,494 | 890 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 WTRE | $16,117 | 890 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 WTRE | $16,287 | 890 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 WTRE | $42,731 | 2,720 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 WTRE | $45,723 | 2,720 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 WTRE | $46,294 | 2,720 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 WTRE | $44,635 | 2,720 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 WTRE | $42,459 | 2,720 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 WTRE | $49,912 | 2,720 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 WTRE | $62,940 | 2,720 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 WTRE | $66,313 | 2,720 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 WTRE | $45,640 | 1,830 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 WTRE | $48,513 | 1,830 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 WTRE | $48,568 | 1,830 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 WTRE | $46,939 | 1,830 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 WTRE | $44,469 | 1,830 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 WTRE | $135,730 | 5,691 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 WTRE | $208,989 | 9,478 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||