Covestor LTD Wisdomtree Tr Wisdomtree U.S. Transaction History

Covestor LTD

$150 Million
Q1 2025

A detailed history of Covestor LTD transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Covestor LTD holds 87 shares of WTV stock, worth $6,921. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$6,921

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 12, 2025	BUY	$79.96 - $87.71 $6,956 - $7,630	87 New	87 $7,000

Others Institutions Holding WTV

# of Institutions

131

Shares Held

6.13M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.46M
Shares

$116 Million
0.05% of portfolio
Raymond James Financial Inc St. Petersburg, FL

337K
Shares

$26.8 Million
0.01% of portfolio
Prism Advisors, Inc.

253K
Shares

$20.2 Million
6.45% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

243K
Shares

$19.3 Million
0.03% of portfolio
Legacy Financial Advisors, Inc.

217K
Shares

$17.3 Million
3.54% of portfolio

View Full List

About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
Sector ETFs
Industry ETFs

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