Cetera Advisors LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Cetera Advisors LLC

$0
Q1 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	BUY	$67.26 - $75.6 $649,866 - $730,447	9,662 New	9,662 $730,000
Q4 2021 Feb 14, 2022	SELL	$59.59 - $63.49 $302,717 - $322,529	-5,080 Closed	0 $0
Q3 2021 Nov 16, 2021	BUY	$58.05 - $62.42 $294,894 - $317,093	5,080 New	5,080 $301,000
Q4 2020 Feb 17, 2021	SELL	$41.09 - $49.63 $106,834 - $129,038	-2,600 Closed	0 $0
Q3 2020 Nov 13, 2020	SELL	$38.64 - $43.66 $7,728 - $8,732	-200 Reduced 7.14%	2,600 $216,000
Q2 2020 Aug 13, 2020	SELL	$30.66 - $43.35 $12,264 - $17,340	-400 Reduced 12.5%	2,800 $221,000
Q2 2019 Aug 12, 2019	BUY	N/A	3,200 New	3,200 $278,000
Q1 2019 May 06, 2019	SELL	N/A	-3,000 Closed	0 $0
Q1 2018 May 09, 2018	BUY	N/A	3,000 New	3,000 $242,000
Q4 2017 Feb 08, 2018	SELL	N/A	-3,000 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	3,000	3,000 $218,000

Others Institutions Holding WTV

# of Institutions

78

Shares Held

2.93M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

557K
Shares

$46.7 Million
0.02% of portfolio
Prism Advisors, Inc.

253K
Shares

$21.2 Million
5.83% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

243K
Shares

$20.4 Million
0.03% of portfolio
Legacy Financial Advisors, Inc.

218K
Shares

$18.3 Million
3.38% of portfolio
Private Wealth Strategies, L.L.C.

186K
Shares

$15.6 Million
2.77% of portfolio

About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
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