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

Financial Advocates Investment Management

  • $1.18 Billion
  • Q2 2025

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 8,600 shares of WTV stock, worth $749,662. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,600
Previous 10,080 14.68%
Holding current value
$749,662
Previous $828,000 10.27%
% of portfolio
0.06%
Previous 0.06%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
$72.32 - $86.4 $107,033 - $127,872
-1,480 Reduced 14.68%
8,600 $743,000
Q1 2025

Apr 28, 2025
SELL
$79.96 - $87.71 $82,758 - $90,779
-1,035 Reduced 9.31%
10,080 $828,000
Q4 2024

Jan 27, 2025
SELL
$79.95 - $89.42 $173,251 - $193,773
-2,167 Reduced 16.32%
11,115 $928,000
Q3 2024

Oct 25, 2024
SELL
$71.31 - $80.0 $52,555 - $58,960
-737 Reduced 5.26%
13,282 $1.06 Million
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
165
Shares Held
15.1M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR WISDOMTREE U.S.

WTV Quotes by TradingView
  • Ticker WTV
  • Sector ETFs
  • Industry ETFs
More about WTV
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