Vest Gen Advisors, LLC WISDOMTREE TR Transaction History

Vest Gen Advisors, LLC

  • $2.51 Trillion
  • Q2 2025
Number of Shares
12,891
Previous 5,260 145.08%
Holding current value
$677 Million
Previous $231 Million 193.36%
% of portfolio
0.03%
Previous 0.01%

Shares

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

Aug 13, 2025
BUY
N/A
7,631 Added 145.08%
12,891 $677 Million
Q1 2025

May 13, 2025
BUY
N/A
5,260 New
5,260 $231 Million
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