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

Prism Advisors, Inc.

$341 Million
Q2 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 202,630 shares of WTV stock, worth $17.7 Million. This represents 5.14% of its overall portfolio holdings.

Number of Shares

202,630

Previous 253,273 20.0%

Holding current value

$17.7 Million

Previous $20.8 Million 15.88%

% of portfolio

5.14%

Previous 6.45%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	SELL	$72.32 - $86.4 $3.66 Million - $4.38 Million	-50,643 Reduced 20.0%	202,630 $17.5 Million
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

164

Shares Held

15.1M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
Sector ETFs
Industry ETFs

More about WTV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Prism Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Prism Advisors, Inc. with notifications on news.

Account

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