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

78

Shares Held

2.93M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

557K
Shares

$49.3 Million
0.02% of portfolio
Prism Advisors, Inc.

253K
Shares

$22.4 Million
5.83% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

243K
Shares

$21.5 Million
0.03% of portfolio
Legacy Financial Advisors, Inc.

218K
Shares

$19.3 Million
3.38% of portfolio
Private Wealth Strategies, L.L.C.

186K
Shares

$16.5 Million
2.77% of portfolio

About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
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