Institute For Wealth Management, Llc. Wisdomtree Tr Wisdomtree U.S. Call Options Transaction History

Institute For Wealth Management, Llc.

$929 Million
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding WTV

# of Institutions

173

Shares Held

15.6M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.01M
Shares

$183 Million
0.06% of portfolio
Envestnet Asset Management Inc

1.78M
Shares

$163 Million
0.05% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.21M
Shares

$110 Million
0.2% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.14M
Shares

$105 Million
0.04% of portfolio
Smith Anglin Financial, LLC

1.11M
Shares

$102 Million
13.21% of portfolio

About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
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