Prism Advisors, Inc. Wisdomtree Tr Wisdomtree U.S. Transaction History
Prism Advisors, Inc.
- $347 Million
- Q3 2024
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 252,821 shares of WTV stock, worth $21.9 Million. This represents 5.83% of its overall portfolio holdings.
Number of Shares
252,821
Previous 197,854
27.78%
Holding current value
$21.9 Million
Previous $14.4 Million
40.05%
% of portfolio
5.83%
Previous 4.4%
Shares
3 transactions
Others Institutions Holding WTV
# of Institutions
78Shares Held
2.93MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC557KShares$48.1 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL243KShares$21 Million0.03% of portfolio
-
Legacy Financial Advisors, Inc.218KShares$18.8 Million3.38% of portfolio
-
Private Wealth Strategies, L.L.C.186KShares$16.1 Million2.77% of portfolio
-
Morgan Stanley New York, NY127KShares$11 Million0.0% of portfolio