Assetmark, Inc Wisdomtree Tr Wisdomtree U.S. Transaction History

Assetmark, Inc

$41.6 Billion
Q2 2025

A detailed history of Assetmark, Inc transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Assetmark, Inc holds 1,010 shares of WTV stock, worth $92,223. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,010

Holding current value

$92,223

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 04, 2025	BUY	$72.32 - $86.4 $73,043 - $87,264	1,010 New	1,010 $87,000

Others Institutions Holding WTV

# of Institutions

172

Shares Held

15.6M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

2.01M
Shares

$183 Million
0.06% of portfolio
Envestnet Asset Management Inc

1.78M
Shares

$163 Million
0.05% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.21M
Shares

$110 Million
0.2% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.14M
Shares

$105 Million
0.04% of portfolio
Smith Anglin Financial, LLC

1.11M
Shares

$102 Million
13.21% of portfolio

View Full List

About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
Sector ETFs
Industry ETFs

More about WTV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Assetmark, Inc with notifications on news.

Account