Arkadios Wealth Advisors Wisdomtree Tr Wisdomtree U.S. Transaction History

Arkadios Wealth Advisors

$2.49 Billion
Q1 2025

A detailed history of Arkadios Wealth Advisors transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Arkadios Wealth Advisors holds 5,528 shares of WTV stock, worth $480,880. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,528

Holding current value

$480,880

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 08, 2025	BUY	$79.96 - $87.71 $442,018 - $484,860	5,528 New	5,528 $454,000

Others Institutions Holding WTV

# of Institutions

144

Shares Held

8.14M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.46M
Shares

$127 Million
0.05% of portfolio
Morgan Stanley New York, NY

728K
Shares

$63.3 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

693K
Shares

$60.3 Million
0.02% of portfolio
Stifel Financial Corp St. Louis, MO

327K
Shares

$28.4 Million
0.03% of portfolio
Lido Advisors, LLC Los Angeles, CA

323K
Shares

$28.1 Million
0.11% of portfolio

View Full List

About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
Sector ETFs
Industry ETFs

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Arkadios Wealth Advisors Wisdomtree Tr Wisdomtree U.S. Transaction History