A detailed history of Allworth Financial LP transactions in Wisdom Tree Investments, Inc. stock. As of the latest transaction made, Allworth Financial LP holds 533 shares of WETF stock, worth $2,910. This represents 0.0% of its overall portfolio holdings.

Number of Shares
533
Previous 437 21.97%
Holding current value
$2,910
Previous $2,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Dec 02, 2025

BUY
N/A
96 Added 21.97%
533 $2,000
Q2 2025

Aug 07, 2025

BUY
N/A
37 Added 9.25%
437 $2,000
Q4 2024

Jan 30, 2025

BUY
N/A
335 Added 515.38%
400 $2,000
Q3 2023

Oct 31, 2023

BUY
N/A
65 New
65 $0

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
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