Prism Advisors, Inc. Wisdomtree Tr Wisdomtree U.S. Transaction History

Prism Advisors, Inc.

$323 Million
Q1 2025

A detailed history of Prism Advisors, Inc. transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Prism Advisors, Inc. holds 253,273 shares of WTV stock, worth $22 Million. This represents 6.45% of its overall portfolio holdings.

Number of Shares

253,273

Previous 267,687 5.38%

Holding current value

$22 Million

Previous $22.4 Million 6.98%

% of portfolio

6.45%

Previous 6.75%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$79.96 - $87.71 $1.15 Million - $1.26 Million	-14,414 Reduced 5.38%	253,273 $20.8 Million
Q4 2024 Jan 22, 2025	BUY	$79.95 - $89.42 $1.19 Million - $1.33 Million	14,866 Added 5.88%	267,687 $22.4 Million
Q3 2024 Oct 15, 2024	BUY	$71.31 - $80.0 $3.92 Million - $4.4 Million	54,967 Added 27.78%	252,821 $20.2 Million
Q2 2024 Jul 10, 2024	BUY	$70.89 - $75.25 $14 Million - $14.9 Million	197,854 New	197,854 $14.4 Million
Q4 2023 Feb 01, 2024	BUY	$58.23 - $69.0 $245,847 - $291,318	4,222 New	4,222 $289,000

Others Institutions Holding WTV

# of Institutions

144

Shares Held

8.14M

Call Options Held

Put Options Held

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About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
Sector ETFs
Industry ETFs

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Prism Advisors, Inc. Wisdomtree Tr Wisdomtree U.S. Transaction History