Team Financial Group, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Team Financial Group, LLC

$203 Billion
Q2 2025

A detailed history of Team Financial Group, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Team Financial Group, LLC holds 102,598 shares of WTV stock, worth $8.94 Million. This represents 4.36% of its overall portfolio holdings.

Number of Shares

102,598

Previous 96,932 5.85%

Holding current value

$8.94 Million

Previous $7.96 Billion 11.29%

% of portfolio

4.36%

Previous 4.6%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	BUY	$72.32 - $86.4 $409,765 - $489,542	5,666 Added 5.85%	102,598 $8.86 Billion
Q1 2025 Apr 22, 2025	SELL	$79.96 - $87.71 $142,568 - $156,386	-1,783 Reduced 1.81%	96,932 $7.96 Billion
Q4 2024 Jan 17, 2025	BUY	$79.95 - $89.42 $55,725 - $62,325	697 Added 0.71%	98,715 $8.25 Billion
Q3 2024 Oct 23, 2024	BUY	$71.31 - $80.0 $178,275 - $200,000	2,500 Added 2.62%	98,018 $7.84 Billion
Q2 2024 Aug 13, 2024	BUY	$70.89 - $75.25 $316,523 - $335,991	4,465 Added 4.9%	95,518 $6.97 Billion
Q1 2024 May 10, 2024	BUY	$67.26 - $75.6 $133,914 - $150,519	1,991 Added 2.24%	91,053 $6.88 Billion
Q4 2023 Feb 14, 2024	BUY	$58.23 - $69.0 $259,414 - $307,395	4,455 Added 5.27%	89,062 $6.1 Billion
Q3 2023 Nov 15, 2023	BUY	$61.07 - $65.29 $5.17 Million - $5.52 Million	84,607 New	84,607 $5.23 Billion

Others Institutions Holding WTV

# of Institutions

165

Shares Held

15.1M

Call Options Held

Put Options Held

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About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
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Team Financial Group, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History