Lowe Wealth Advisors, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Lowe Wealth Advisors, LLC

$230 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 10, 2020	SELL	$27.81 - $48.1 $1,557 - $2,693	-56 Closed	0 $0
Q1 2019 Apr 08, 2019	BUY	N/A	56 New	56 $4,000

Others Institutions Holding WTV

# of Institutions

78

Shares Held

2.93M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

557K
Shares

$47.7 Million
0.02% of portfolio
Prism Advisors, Inc.

253K
Shares

$21.7 Million
5.83% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

243K
Shares

$20.8 Million
0.03% of portfolio
Legacy Financial Advisors, Inc.

218K
Shares

$18.6 Million
3.38% of portfolio
Private Wealth Strategies, L.L.C.

186K
Shares

$15.9 Million
2.77% of portfolio

About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
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