Financial Advocates Investment Management Wisdomtree Tr Wisdomtree U.S. Transaction History

Financial Advocates Investment Management

$1.59 Billion
Q2 2024

A detailed history of Financial Advocates Investment Management transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Financial Advocates Investment Management holds 14,019 shares of WTV stock, worth $1.12 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

14,019

Previous 18,677 24.94%

Holding current value

$1.12 Million

Previous $1.41 Million 27.5%

% of portfolio

0.06%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	SELL	$70.89 - $75.25 $330,205 - $350,514	-4,658 Reduced 24.94%	14,019 $1.02 Million
Q1 2024 May 01, 2024	BUY	$67.26 - $75.6 $1.26 Million - $1.41 Million	18,677 New	18,677 $1.41 Million
Q2 2019 Aug 08, 2019	SELL	N/A	-3,258 Closed	0 $0
Q1 2019 May 16, 2019	BUY	N/A	1 Added 0.03%	3,258 $276,000
Q4 2018 Feb 14, 2019	SELL	N/A	-730 Reduced 18.31%	3,257 $0
Q3 2018 Nov 14, 2018	BUY	N/A	486 Added 13.88%	3,987 $0
Q2 2018 Aug 09, 2018	SELL	N/A	-151 Reduced 4.13%	3,501 $287,000
Q1 2018 May 11, 2018	BUY	N/A	2 Added 0.05%	3,652 $295,000
Q4 2017 Feb 15, 2018	BUY	N/A	3,650	3,650 $301,000

Others Institutions Holding WTV

# of Institutions

Shares Held

2.76M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
Sector ETFs
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Financial Advocates Investment Management Wisdomtree Tr Wisdomtree U.S. Transaction History