Hm Payson & CO Wisdomtree Tr Wisdomtree U.S. Transaction History

Hm Payson & CO

$5.81 Billion
Q3 2024

A detailed history of Hm Payson & CO transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Hm Payson & CO holds 100 shares of WTV stock, worth $8,647. This represents 0.0% of its overall portfolio holdings.

Number of Shares

100

Previous 100 -0.0%

Holding current value

$8,647

Previous $7,000 14.29%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 18, 2023	BUY	$55.47 - $64.26 $5,547 - $6,426	100 New	100 $5,000

Others Institutions Holding WTV

# of Institutions

Shares Held

2.93M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

557K
Shares

$48.1 Million
0.02% of portfolio
Prism Advisors, Inc.

253K
Shares

$21.9 Million
5.83% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

243K
Shares

$21 Million
0.03% of portfolio
Legacy Financial Advisors, Inc.

218K
Shares

$18.8 Million
3.38% of portfolio
Private Wealth Strategies, L.L.C.

186K
Shares

$16.1 Million
2.77% of portfolio

View Full List

About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
Sector ETFs
Industry ETFs

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