Advisor Group Holdings, Inc. Wisdom Tree Investments, Inc. Transaction History

Advisor Group Holdings, Inc.

$42.1 Billion
Q1 2025

A detailed history of Advisor Group Holdings, Inc. transactions in Wisdom Tree Investments, Inc. stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 85,860 shares of WETF stock, worth $468,795. This represents 0.0% of its overall portfolio holdings.

Number of Shares

85,860

Previous 93,771 8.44%

Holding current value

$468,795

Previous $511,000 8.41%

% of portfolio

0.0%

Previous 0.0%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	N/A	-7,911 Reduced 8.44%	85,860 $468,000
Q4 2024 Feb 07, 2025	BUY	N/A	48,434 Added 106.83%	93,771 $511,000
Q3 2024 Nov 13, 2024	BUY	N/A	34,529 Added 319.48%	45,337 $247,000
Q2 2024 Aug 13, 2024	BUY	N/A	1,914 Added 21.52%	10,808 $59,000
Q1 2024 May 10, 2024	SELL	N/A	-143,999 Reduced 94.18%	8,894 $48,000
Q4 2023 Feb 12, 2024	BUY	N/A	10,686 Added 7.51%	152,893 $834,000
Q3 2023 Nov 13, 2023	BUY	N/A	26,402 Added 22.8%	142,207 $776,000
Q2 2023 Aug 10, 2023	BUY	N/A	29,020 Added 33.44%	115,805 $632,000
Q1 2023 May 12, 2023	BUY	$5.46 - $5.57 $215,124 - $219,458	39,400 Added 83.15%	86,785 $473,000
Q4 2022 Feb 10, 2023	BUY	$0.0 - $5.54 $0 - $64,059	11,563 Added 32.28%	47,385 $258,000
Q3 2022 Nov 14, 2022	BUY	$4.68 - $5.46 $39,092 - $45,607	8,353 Added 30.41%	35,822 $167,000
Q2 2022 Aug 10, 2022	BUY	$4.98 - $6.29 $49,401 - $62,396	9,920 Added 56.53%	27,469 $139,000
Q1 2022 May 04, 2022	SELL	$5.16 - $6.49 $583 - $733	-113 Reduced 0.64%	17,549 $120,000
Q3 2021 Nov 05, 2021	BUY	$5.55 - $6.55 $40,281 - $47,539	7,258 Added 69.76%	17,662 $101,000
Q2 2021 Aug 02, 2021	BUY	$6.15 - $7.27 $16,820 - $19,883	2,735 Added 35.66%	10,404 $65,000
Q1 2021 May 13, 2021	BUY	$5.26 - $6.36 $5,307 - $6,417	1,009 Added 15.15%	7,669 $48,000
Q4 2020 Feb 10, 2021	SELL	$3.25 - $5.51 $906 - $1,537	-279 Reduced 4.02%	6,660 $35,000
Q3 2020 Nov 12, 2020	BUY	$3.09 - $4.29 $3,436 - $4,770	1,112 Added 19.08%	6,939 $24,000
Q2 2020 Aug 14, 2020	SELL	$2.27 - $3.77 $1,064 - $1,768	-469 Reduced 7.45%	5,827 $20,000
Q1 2020 May 18, 2020	BUY	$2.04 - $5.15 $12,843 - $32,424	6,296 New	6,296 $14,000

Others Institutions Holding WETF

# of Institutions

263

Shares Held

129M

Call Options Held

105K

Put Options Held

24.2K

View Full List

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...

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Advisor Group Holdings, Inc. Wisdom Tree Investments, Inc. Transaction History