Capital Asset Advisory Services LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Capital Asset Advisory Services LLC

  • $2.13 Billion
  • Q2 2025

A detailed history of Capital Asset Advisory Services LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Capital Asset Advisory Services LLC holds 119,903 shares of WTV stock, worth $10.4 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
119,903
Holding current value
$10.4 Million
% of portfolio
0.49%

Shares

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

Jul 07, 2025
BUY
$72.32 - $86.4 $8.67 Million - $10.4 Million
119,903 New
119,903 $10.4 Million
Q1 2021

May 13, 2021
SELL
$48.88 - $57.14 $12,513 - $14,627
-256 Closed
0 $0
Q4 2020

Mar 02, 2021
BUY
$41.09 - $49.63 $10,519 - $12,705
256 New
256 $25,000
Q1 2020

May 18, 2020
SELL
$27.81 - $48.1 $7,119 - $12,313
-256 Closed
0 $0
Q4 2019

Feb 13, 2020
BUY
$42.19 - $47.83 $9,956 - $11,287
236 Added 1180.0%
256 $24,000
Q4 2019

Feb 12, 2020
BUY
$42.19 - $47.83 $843 - $956
20 New
20 $24,000

Others Institutions Holding WTV

# of Institutions
147
Shares Held
8.25M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR WISDOMTREE U.S.

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