Integrated Wealth Concepts LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 8,743 shares of WTV stock, worth $762,127. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,743
Previous 9,030 3.18%
Holding current value
$762,127
Previous $741,000 1.89%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 14, 2025
SELL
$72.32 - $86.4 $20,755 - $24,796
-287 Reduced 3.18%
8,743 $755,000
Q1 2025

May 15, 2025
BUY
$79.96 - $87.71 $400,039 - $438,813
5,003 Added 124.24%
9,030 $741,000
Q4 2024

Feb 14, 2025
BUY
$79.95 - $89.42 $321,958 - $360,094
4,027 New
4,027 $336,000

Others Institutions Holding WTV

# of Institutions
164
Shares Held
14.5M
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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