Modern Wealth Management, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Modern Wealth Management, LLC

$5.05 Trillion
Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Modern Wealth Management, LLC holds 68,843 shares of WTV stock, worth $6.23 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

68,843

Previous 65,876 4.5%

Holding current value

$6.23 Million

Previous $5.69 Million 109993.18%

% of portfolio

0.12%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$85.93 - $92.12 $254,954 - $273,320	2,967 Added 4.5%	68,843 $6.27 Billion
Q2 2025 Aug 14, 2025	BUY	$72.32 - $86.4 $243,139 - $290,476	3,362 Added 5.38%	65,876 $5.69 Million
Q1 2025 May 15, 2025	BUY	$79.96 - $87.71 $60,129 - $65,957	752 Added 1.22%	62,514 $5.14 Billion
Q4 2024 May 30, 2025	SELL	$79.95 - $89.42 $25,024 - $27,988	-313 Reduced 0.5%	62,201 $5.2 Million
Q4 2024 May 29, 2025	SELL	$79.95 - $89.42 $4.5 Million - $5.03 Million	-56,303 Reduced 90.06%	6,211 $519,000

Q4 2024 Feb 11, 2025	SELL	$79.95 - $89.42 $575,959 - $644,181	-7,204 Reduced 10.45%	61,762 $5.32 Billion
Q3 2024 May 30, 2025	BUY	$71.31 - $80.0 $450,180 - $505,040	6,313 Added 10.1%	68,827 $5.51 Million
Q3 2024 Nov 05, 2024	BUY	$71.31 - $80.0 $4.92 Million - $5.52 Million	68,966 New	68,966 $5.52 Billion

About WISDOMTREE TR WISDOMTREE U.S.

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Modern Wealth Management, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History