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

Pcg Wealth Advisors, LLC

$271 Million
Q1 2025

A detailed history of Pcg Wealth Advisors, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 9,048 shares of WTV stock, worth $719,858. This represents 0.27% of its overall portfolio holdings.

Number of Shares

9,048

Holding current value

$719,858

% of portfolio

0.27%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 05, 2025	BUY	$79.96 - $87.71 $723,478 - $793,600	9,048 New	9,048 $743,000

Others Institutions Holding WTV

# of Institutions

142

Shares Held

8.04M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.46M
Shares

$116 Million
0.05% of portfolio
Morgan Stanley New York, NY

728K
Shares

$57.9 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

693K
Shares

$55.1 Million
0.02% of portfolio
Stifel Financial Corp St. Louis, MO

327K
Shares

$26 Million
0.03% of portfolio
Lido Advisors, LLC Los Angeles, CA

323K
Shares

$25.7 Million
0.11% of portfolio

View Full List

About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
Sector ETFs
Industry ETFs

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