Garrison Asset Management, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Garrison Asset Management, LLC

$190 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 08, 2022	SELL	$52.19 - $63.1 $487,506 - $589,417	-9,341 Closed	0 $0
Q1 2022 May 09, 2022	BUY	$58.57 - $64.25 $547,102 - $600,159	9,341 New	9,341 $925,000

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

$47.7 Million
0.02% of portfolio
Prism Advisors, Inc.

253K
Shares

$21.7 Million
5.83% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

243K
Shares

$20.8 Million
0.03% of portfolio
Legacy Financial Advisors, Inc.

218K
Shares

$18.6 Million
3.38% of portfolio
Private Wealth Strategies, L.L.C.

186K
Shares

$15.9 Million
2.77% of portfolio

About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
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