Personal Cfo Solutions, LLC Wisdom Tree Investments, Inc. Transaction History
Personal Cfo Solutions, LLC
- $557 Million
- Q3 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 17,464 shares of WETF stock, worth $95,353. This represents 0.02% of its overall portfolio holdings.
Number of Shares
17,464
Previous 12,436
40.43%
Holding current value
$95,353
Previous $67,000
41.79%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding WETF
# of Institutions
287Shares Held
142MCall Options Held
583KPut Options Held
41.3K-
Black Rock Inc. New York, NY18.5MShares$101 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA14.6MShares$79.5 Million0.0% of portfolio
-
Wellington Management Group LLP Boston, MA9.67MShares$52.8 Million0.01% of portfolio
-
Azora Capital LP Miami, FL5.63MShares$30.7 Million1.64% of portfolio
-
State Street Corp Boston, MA5.32MShares$29 Million0.0% 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...