WISDOMTREE TR

Ticker: EZM CUSIP: 97717W570 Class: US MIDCAP FUND

Steward Partners Investment Advisory, LLC's Holding History (CIK: 0001723397)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 104,366 Value ($000) $6,972 Avg Close Range
Q3 2025
Shares 122,549 Value ($000) $8,077 Avg Close Range
Q2 2025
Shares 119,509 Value ($000) $7,382 Avg Close Range
Q1 2025
Shares 104,832 Value ($000) $6,248 Avg Close Range
Q4 2024
Shares 102,023 Value ($000) $6,377 Avg Close Range
Q3 2024
Shares 101,090 Value ($000) $6,302 Avg Close Range
Q2 2024
Shares 101,833 Value ($000) $5,885 Avg Close Range
Q1 2024
Shares 100,628 Value ($000) $6,140 Avg Close Range
Q4 2023
Shares 4,128 Value ($000) $237 Avg Close Range
Q3 2023
Shares 3,928 Value ($000) $199 Avg Close Range
Q2 2023
Shares 3,928 Value ($000) $208 Avg Close Range
Q1 2023
Shares 3,928 Value ($000) $195 Avg Close Range
Q4 2022
Shares 3,735 Value ($000) $182 Avg Close Range
Q3 2022
Shares 3,535 Value ($000) $155 Avg Close Range
Q2 2022
Shares 3,535 Value ($000) $163 Avg Close Range
Q1 2022
Shares 4,235 Value ($000) $232 Avg Close Range
Q4 2021
Shares 4,235 Value ($000) $238 Avg Close Range
Q3 2021
Shares 4,235 Value ($000) $220 Avg Close Range
Q2 2021
Shares 3,035 Value ($000) $159 Avg Close Range
Q1 2021
Shares 4,940 Value ($000) $251,594 Avg Close Range
Q4 2020
Shares 3,600 Value ($000) $156 Avg Close Range
Q3 2020
Shares 3,600 Value ($000) $123 Avg Close Range
Q2 2020
Shares 3,600 Value ($000) $117 Avg Close Range
Q1 2020
Shares 3,100 Value ($000) $81 Avg Close Range
Q4 2019
Shares 7,220 Value ($000) $303 Avg Close Range
Q3 2019
Shares 5,125 Value ($000) $202 Avg Close Range
Q2 2019
Shares 1,300 Value ($000) $52 Avg Close Range
Q3 2018
Shares 8,007 Value ($000) $331 Avg Close Range
Q2 2018
Shares 8,721 Value ($000) $350 Avg Close Range