Psi Advisors, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Psi Advisors, LLC

$338 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 12, 2020	SELL	$30.8 - $35.26 $273,996 - $313,672	-8,896 Closed	0 $0
Q2 2020 Aug 04, 2020	BUY	$24.78 - $31.5 $220,442 - $280,224	8,896 New	8,896 $271,000

Others Institutions Holding NTSX

# of Institutions

79

Shares Held

15.4M

Call Options Held

0

Put Options Held

0

Halbert Hargrove Global Advisors, LLC

6.11M
Shares

$292 Million
15.89% of portfolio
Rational Advisors LLC Huntington, NY

1.18M
Shares

$56.3 Million
5.89% of portfolio
Cwm, LLC

1.14M
Shares

$54.2 Million
0.23% of portfolio
Wealthcare Advisory Partners LLC West Chester, PA

885K
Shares

$42.3 Million
1.21% of portfolio
Wj Interests, LLC Sugar Land, TX

852K
Shares

$40.7 Million
21.69% of portfolio

About WISDOMTREE TR WISDOMTREE U.S.

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