Steward Partners Investment Advisory, LLC
Position in WTBN — WisdomTree Bianco Total Return Fund
CIK 1723397
STAMFORD, CT
All Filings in WTBN
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 WTBN | $1,843,012 | 72,855 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 WTBN | $523,380 | 20,561 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 WTBN | $527,698 | 20,561 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 WTBN | $378,212 | 14,861 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 WTBN | $2,525 | 100 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 WTBN | $2,481 | 100 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 WTBN | $2,571 | 100 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 WTBN | $2,469 | 100 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 WTBN | $2,477 | 100 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 WTBN | $5,024 | 200 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||