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

Anderson Financial Strategies, LLC

  • $164 Billion
  • Q1 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 222,511 shares of WTV stock, worth $19.6 Million. This represents 11.18% of its overall portfolio holdings.

Number of Shares
222,511
Previous 207,412 7.28%
Holding current value
$19.6 Million
Previous $17.3 Billion 5.47%
% of portfolio
11.18%
Previous 10.45%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
154
Shares Held
9.53M
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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