Horizon Wealth Management, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History
Horizon Wealth Management, LLC
- $526 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding WTV
# of Institutions
165Shares Held
15.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.01MShares$175 Million0.06% of portfolio
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Envestnet Asset Management Inc1.78MShares$155 Million0.05% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.14MShares$99.8 Million0.04% of portfolio
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Smith Anglin Financial, LLC1.11MShares$97 Million13.21% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ1.07MShares$93.3 Million0.21% of portfolio