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

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

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 61,762 shares of WTV stock, worth $5.34 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
61,762
Previous 68,966 10.45%
Holding current value
$5.34 Million
Previous $5.52 Billion 3.53%
% of portfolio
0.19%
Previous 0.34%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

Nov 05, 2024
BUY
$71.31 - $80.0 $4.92 Million - $5.52 Million
68,966 New
68,966 $5.52 Billion

Others Institutions Holding WTV

# of Institutions
103
Shares Held
4.58M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR WISDOMTREE U.S.

WTV Quotes by TradingView
  • Ticker WTV
  • Sector ETFs
  • Industry ETFs
More about WTV
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