Lido Advisors, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Lido Advisors, LLC

$21.7 Billion
Q4 2024

A detailed history of Lido Advisors, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Lido Advisors, LLC holds 179,933 shares of WTV stock, worth $15.6 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

179,933

Holding current value

$15.6 Million

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$79.95 - $89.42 $14.4 Million - $16.1 Million	179,933 New	179,933 $15 Million

Others Institutions Holding WTV

# of Institutions

103

Shares Held

4.58M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

830K
Shares

$71.7 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

337K
Shares

$29.1 Million
0.01% of portfolio
Horizon Wealth Management, LLC

333K
Shares

$28.8 Million
4.85% of portfolio
Prism Advisors, Inc.

268K
Shares

$23.1 Million
6.75% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

243K
Shares

$21 Million
0.03% of portfolio

View Full List

About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
Sector ETFs
Industry ETFs

More about WTV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lido Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lido Advisors, LLC with notifications on news.

Account

Lido Advisors, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History