A detailed history of Abound Wealth Management transactions in Wisdom Tree Investments, Inc. stock. As of the latest transaction made, Abound Wealth Management holds 20 shares of WETF stock, worth $109. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20
Previous 39 48.72%
Holding current value
$109
Previous $387,000 48.32%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

SELL
N/A
-19 Reduced 48.72%
20 $200,000
Q1 2024

Aug 08, 2024

SELL
N/A
-27 Reduced 40.91%
39 $359,000
Q2 2023

Aug 08, 2024

BUY
N/A
66 New
66 $453,000

Others Institutions Holding WETF

About WisdomTree Investments, Inc.


  • Ticker WETF
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 146,584,992
  • Market Cap $800M
  • Description
  • WisdomTree Investments, Inc., through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager. It offers ETFs in equities, currency, fixed income, and alternatives asset classes. The company also licenses its indexes to third parties for proprietary products, as well as offers a platform to promote the use of Wisd...
More about WETF
Track This Portfolio

Track Abound Wealth Management Portfolio

Follow Abound Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Abound Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Abound Wealth Management with notifications on news.