WISDOMTREE TR

Ticker: DES CUSIP: 97717W604 Class: US SMALLCAP DIVD

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

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

Q4 2025
Shares 75,318 Value ($000) $2,519 Avg Close — Range —
Q3 2025
Shares 92,079 Value ($000) $3,101 Avg Close — Range —
Q2 2025
Shares 86,169 Value ($000) $2,737 Avg Close — Range —
Q1 2025
Shares 63,720 Value ($000) $2,036 Avg Close — Range —
Q4 2024
Shares 51,150 Value ($000) $1,757 Avg Close — Range —
Q3 2024
Shares 46,454 Value ($000) $1,602 Avg Close — Range —
Q2 2024
Shares 35,481 Value ($000) $1,105 Avg Close — Range —
Q1 2024
Shares 34,622 Value ($000) $1,131 Avg Close — Range —
Q4 2023
Shares 22,982 Value ($000) $739 Avg Close — Range —
Q3 2023
Shares 22,227 Value ($000) $627 Avg Close — Range —
Q2 2023
Shares 23,054 Value ($000) $664 Avg Close — Range —
Q1 2023
Shares 23,054 Value ($000) $658 Avg Close — Range —
Q4 2022
Shares 23,104 Value ($000) $657 Avg Close — Range —
Q3 2022
Shares 21,455 Value ($000) $552 Avg Close — Range —
Q2 2022
Shares 21,455 Value ($000) $605 Avg Close — Range —
Q1 2022
Shares 22,362 Value ($000) $713 Avg Close — Range —
Q4 2021
Shares 21,812 Value ($000) $717 Avg Close — Range —
Q3 2021
Shares 17,787 Value ($000) $548 Avg Close — Range —
Q2 2021
Shares 17,187 Value ($000) $548 Avg Close — Range —
Q1 2021
Shares 77,318 Value ($000) $2,408,448 Avg Close — Range —
Q4 2020
Shares 17,290 Value ($000) $460 Avg Close — Range —
Q3 2020
Shares 16,690 Value ($000) $352 Avg Close — Range —
Q2 2020
Shares 18,190 Value ($000) $385 Avg Close — Range —
Q1 2020
Shares 20,588 Value ($000) $370 Avg Close — Range —
Q4 2019
Shares 87,317 Value ($000) $2,504 Avg Close — Range —
Q3 2019
Shares 86,940 Value ($000) $2,379 Avg Close — Range —
Q2 2019
Shares 69,215 Value ($000) $1,876 Avg Close — Range —
Q1 2019
Shares 64,318 Value ($000) $1,771 Avg Close — Range —
Q4 2018
Shares 8,738 Value ($000) $214 Avg Close — Range —
Q3 2018
Shares 10,984 Value ($000) $326 Avg Close — Range —
Q2 2018
Shares 11,392 Value ($000) $338 Avg Close — Range —
Q1 2018
Shares 3,097 Value ($000) $84 Avg Close — Range —
Q4 2017
Shares 3,092 Value ($000) $89 Avg Close — Range —
Q3 2017
Shares 1,027 Value ($000) $86 Avg Close — Range —
Q2 2017
Shares 1,024 Value ($000) $82 Avg Close — Range —
Q1 2017
Shares 1,022 Value ($000) $82 Avg Close — Range —