Anderson Financial Strategies, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Anderson Financial Strategies, LLC

  • $156 Billion
  • Q2 2025

A detailed history of Anderson Financial Strategies, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Anderson Financial Strategies, LLC holds 223,687 shares of WTV stock, worth $19.5 Million. This represents 12.36% of its overall portfolio holdings.

Number of Shares
223,687
Previous 222,511 0.53%
Holding current value
$19.5 Million
Previous $18.3 Billion 5.71%
% of portfolio
12.36%
Previous 11.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$72.32 - $86.4 $85,048 - $101,606
1,176 Added 0.53%
223,687 $19.3 Billion
Q1 2025

May 28, 2025
BUY
$79.96 - $87.71 $1.21 Million - $1.32 Million
15,099 Added 7.28%
222,511 $18.3 Billion
Q4 2024

Feb 14, 2025
BUY
$79.95 - $89.42 $16.6 Million - $18.5 Million
207,412 New
207,412 $17.3 Billion

Others Institutions Holding WTV

# of Institutions
165
Shares Held
15.1M
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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