Modern Wealth Management, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History
Modern Wealth Management, LLC
- $3.78 Billion
- Q2 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 65,876 shares of WTV stock, worth $5.74 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
65,876
Previous 62,514
5.38%
Holding current value
$5.74 Million
Previous $5.14 Million
10.81%
% of portfolio
0.15%
Previous 0.17%
Shares
7 transactions
Others Institutions Holding WTV
# of Institutions
165Shares Held
15.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.01MShares$175 Million0.06% of portfolio
-
Envestnet Asset Management Inc1.78MShares$155 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.14MShares$99.8 Million0.04% of portfolio
-
Smith Anglin Financial, LLC1.11MShares$97 Million13.21% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.07MShares$93.3 Million0.21% of portfolio