Personal Cfo Solutions, LLC Wisdom Tree Investments, Inc. Transaction History
Personal Cfo Solutions, LLC
- $482 Million
- Q1 2025
A detailed history of Personal Cfo Solutions, LLC transactions in Wisdom Tree Investments, Inc. stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 12,436 shares of WETF stock, worth $67,900. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,436Holding current value
$67,900% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding WETF
# of Institutions
275Shares Held
124MCall Options Held
127KPut Options Held
89.2K-
Black Rock Inc. New York, NY18.5MShares$101 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA15MShares$81.7 Million0.0% of portfolio
-
Azora Capital LP Miami, FL10.6MShares$57.7 Million2.73% of portfolio
-
State Street Corp Boston, MA5.83MShares$31.8 Million0.0% of portfolio
-
Arrow Mark Colorado Holdings LLC Denver, CO4.97MShares$27.1 Million0.41% of portfolio
About WisdomTree Investments, Inc.
- Ticker WETF
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 146,584,992
- Market Cap $800M
- Description
- WisdomTree Investments, Inc., through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager. It offers ETFs in equities, currency, fixed income, and alternatives asset classes. The company also licenses its indexes to third parties for proprietary products, as well as offers a platform to promote the use of Wisd...