Private Wealth Strategies, L.L.C. Wisdomtree Tr Wisdomtree U.S. Transaction History

Private Wealth Strategies, L.L.C.

  • $490 Million
  • Q2 2024

A detailed history of Private Wealth Strategies, L.L.C. transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Private Wealth Strategies, L.L.C. holds 185,964 shares of WTV stock, worth $15.6 Million. This represents 2.77% of its overall portfolio holdings.

Number of Shares
185,964
Previous 182,615 1.83%
Holding current value
$15.6 Million
Previous $13.8 Million 1.68%
% of portfolio
2.77%
Previous 2.89%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024
BUY
$70.89 - $75.25 $237,410 - $252,012
3,349 Added 1.83%
185,964 $13.6 Million
Q1 2024

May 14, 2024
BUY
$67.26 - $75.6 $92,347 - $103,798
1,373 Added 0.76%
182,615 $13.8 Million
Q4 2023

Feb 12, 2024
BUY
$58.23 - $69.0 $49,786 - $58,995
855 Added 0.47%
181,242 $12.4 Million
Q3 2023

Oct 10, 2023
BUY
$61.07 - $65.29 $44,825 - $47,922
734 Added 0.41%
180,387 $11.1 Million
Q2 2023

Aug 07, 2023
BUY
$56.55 - $62.55 $146,747 - $162,317
2,595 Added 1.47%
179,653 $11.2 Million
Q1 2023

May 08, 2023
BUY
$55.47 - $64.26 $137,121 - $158,850
2,472 Added 1.42%
177,058 $10.4 Million
Q4 2022

Feb 13, 2023
BUY
$52.5 - $60.43 $251,790 - $289,822
4,796 Added 2.82%
174,586 $9.95 Million
Q3 2022

Oct 18, 2022
BUY
$51.04 - $60.66 $61,758 - $73,398
1,210 Added 0.72%
169,790 $8.67 Million
Q2 2022

Jul 26, 2022
BUY
$52.19 - $63.1 $237,151 - $286,726
4,544 Added 2.77%
168,580 $8.94 Million
Q1 2022

Apr 29, 2022
BUY
$58.57 - $64.25 $9.61 Million - $10.5 Million
164,036 New
164,036 $10.1 Million
Q2 2020

Jul 14, 2020
SELL
$30.66 - $43.35 $4.11 Million - $5.81 Million
-134,111 Closed
0 $0
Q1 2020

May 04, 2020
BUY
$27.81 - $48.1 $34,428 - $59,547
1,238 Added 0.93%
134,111 $8.67 Million
Q4 2019

Feb 14, 2020
BUY
$42.19 - $47.83 $5.61 Million - $6.36 Million
132,873 New
132,873 $12.6 Million

Others Institutions Holding WTV

# of Institutions
143
Shares Held
8.08M
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
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