Beacon Financial Advisory LLC Wisdomtree Tr Wisdomtree U.S. Call Options Transaction History

Beacon Financial Advisory LLC

$298 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding WTV

# of Institutions

120

Shares Held

5.15M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

830K
Shares

$66 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

337K
Shares

$26.8 Million
0.01% of portfolio
Prism Advisors, Inc.

268K
Shares

$21.3 Million
6.75% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

243K
Shares

$19.3 Million
0.03% of portfolio
Legacy Financial Advisors, Inc.

217K
Shares

$17.3 Million
3.54% of portfolio

About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
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