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 $21.2 Million. This represents 5.83% of its overall portfolio holdings.

Number of Shares
252,821
Previous 197,854 27.78%
Holding current value
$21.2 Million
Previous $14.4 Million 40.05%
% of portfolio
5.83%
Previous 4.4%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
78
Shares Held
2.93M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR WISDOMTREE U.S.

WTV Quotes by TradingView
  • Ticker WTV
  • Sector ETFs
  • Industry ETFs
More about WTV
Track This Portfolio

Track Prism Advisors, Inc. Portfolio

Follow Prism Advisors, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email