Bowman & CO S.C. Wisdomtree Tr Wisdomtree U.S. Transaction History

Bowman & CO S.C.

$220 Million
Q2 2025

A detailed history of Bowman & CO S.C. transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Bowman & CO S.C. holds 35,729 shares of WTV stock, worth $3.11 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares

35,729

Holding current value

$3.11 Million

% of portfolio

1.4%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 09, 2025	BUY	$72.32 - $86.4 $2.58 Million - $3.09 Million	35,729 New	35,729 $3.09 Million

Others Institutions Holding WTV

# of Institutions

146

Shares Held

8.25M

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

More about WTV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bowman & CO S.C., based on Form 13F filings with the SEC.

News

Stay updated on Bowman & CO S.C. with notifications on news.

Account