Carlson Capital Management Wisdomtree Tr Wisdomtree U.S. Transaction History
Carlson Capital Management
- $1.26 Billion
- Q1 2024
A detailed history of Carlson Capital Management transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Carlson Capital Management holds 7,620 shares of WTV stock, worth $550,773. This represents 0.05% of its overall portfolio holdings.
Number of Shares
7,620
Previous 78,454
90.29%
Holding current value
$550,773
Previous $5.38 Million
89.29%
% of portfolio
0.05%
Previous 0.28%
Shares
8 transactions
Others Institutions Holding WTV
# of Institutions
72Shares Held
2.23MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC399KShares$28.8 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL240KShares$17.4 Million0.03% of portfolio
-
Legacy Financial Advisors, Inc.189KShares$13.7 Million2.85% of portfolio
-
Private Wealth Strategies, L.L.C.183KShares$13.2 Million2.89% of portfolio
-
Envestnet Asset Management Inc115KShares$8.35 Million0.0% of portfolio