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

Beacon Financial Advisory LLC

  • $344 Million
  • Q2 2025

A detailed history of Beacon Financial Advisory LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 5,647 shares of WTV stock, worth $497,783. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,647
Previous 6,770 16.59%
Holding current value
$497,783
Previous $556,000 12.41%
% of portfolio
0.14%
Previous 0.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
SELL
$72.32 - $86.4 $81,215 - $97,027
-1,123 Reduced 16.59%
5,647 $487,000
Q1 2025

Apr 24, 2025
BUY
$79.96 - $87.71 $541,329 - $593,796
6,770 New
6,770 $556,000

Others Institutions Holding WTV

# of Institutions
153
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
Track This Portfolio

Track Beacon Financial Advisory LLC Portfolio

Follow Beacon Financial Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Financial Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email