A detailed history of Level Four Advisory Services, LLC transactions in Wisdom Tree Investments, Inc. stock. As of the latest transaction made, Level Four Advisory Services, LLC holds 128,924 shares of WETF stock, worth $703,925. This represents 0.03% of its overall portfolio holdings.

Number of Shares
128,924
Previous 124,851 3.26%
Holding current value
$703,925
Previous $681,000 3.23%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

BUY
N/A
4,073 Added 3.26%
128,924 $703,000
Q2 2025

Aug 13, 2025

BUY
N/A
24,767 Added 24.75%
124,851 $681,000
Q1 2025

May 14, 2025

BUY
N/A
1,277 Added 1.29%
100,084 $546,000
Q4 2024

Feb 12, 2025

BUY
N/A
23,095 Added 30.5%
98,807 $539,000
Q3 2024

Nov 14, 2024

BUY
N/A
45,023 Added 146.71%
75,712 $413,000
Q2 2024

Aug 09, 2024

BUY
N/A
30,689 New
30,689 $167,000

Others Institutions Holding WETF

About WisdomTree Investments, Inc.


  • Ticker WETF
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 146,584,992
  • Market Cap $800M
  • Description
  • WisdomTree Investments, Inc., through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager. It offers ETFs in equities, currency, fixed income, and alternatives asset classes. The company also licenses its indexes to third parties for proprietary products, as well as offers a platform to promote the use of Wisd...
More about WETF
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