Core Cap Advisors, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Core Cap Advisors, LLC

$2.07 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	BUY	$52.19 - $63.1 $835 - $1,009	16 New	16 $1,000
Q1 2022 Apr 29, 2022	SELL	$58.57 - $64.25 $937 - $1,028	-16 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$59.59 - $63.49 $953 - $1,015	16 New	16 $1,000

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

$49.3 Million
0.02% of portfolio
Prism Advisors, Inc.

253K
Shares

$22.4 Million
5.83% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

243K
Shares

$21.5 Million
0.03% of portfolio
Legacy Financial Advisors, Inc.

218K
Shares

$19.3 Million
3.38% of portfolio
Private Wealth Strategies, L.L.C.

186K
Shares

$16.5 Million
2.77% of portfolio

About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
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