Creative One Wealth, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Creative One Wealth, LLC

$3.35 Billion
Q2 2025

A detailed history of Creative One Wealth, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Creative One Wealth, LLC holds 10,326 shares of WTV stock, worth $940,905. This represents 0.03% of its overall portfolio holdings.

Number of Shares

10,326

Holding current value

$940,905

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 12, 2025	BUY	$72.32 - $86.4 $746,776 - $892,166	10,326 New	10,326 $892,000

Others Institutions Holding WTV

# of Institutions

166

Shares Held

15.4M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

2.01M
Shares

$183 Million
0.06% of portfolio
Envestnet Asset Management Inc

1.78M
Shares

$162 Million
0.05% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.21M
Shares

$110 Million
0.2% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.14M
Shares

$104 Million
0.04% of portfolio
Smith Anglin Financial, LLC

1.11M
Shares

$101 Million
13.21% of portfolio

View Full List

About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
Sector ETFs
Industry ETFs

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Creative One Wealth, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History