Mason & Associates, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Mason & Associates, LLC

$327 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 30, 2024	BUY	$67.26 - $75.6 $701,050 - $787,978	10,423 New	10,423 $788 Million

Others Institutions Holding WTV

# of Institutions

74

Shares Held

2.88M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

497K
Shares

$40.1 Million
0.02% of portfolio
Prism Advisors, Inc.

253K
Shares

$20.4 Million
5.83% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

243K
Shares

$19.6 Million
0.03% of portfolio
Legacy Financial Advisors, Inc.

210K
Shares

$17 Million
3.04% of portfolio
Private Wealth Strategies, L.L.C.

186K
Shares

$15 Million
2.77% of portfolio

About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Mason & Associates, LLC with notifications on news.