Rfg Advisory, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Rfg Advisory, LLC

$2.86 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	SELL	N/A	-10,040 Closed	0 $0
Q1 2022 May 11, 2022	BUY	N/A	10,040 New	10,040 $407,000

Others Institutions Holding NTSX

# of Institutions

74

Shares Held

15.3M

Call Options Held

0

Put Options Held

0

Halbert Hargrove Global Advisors, LLC

5.98M
Shares

$262 Million
16.51% of portfolio
Rational Advisors LLC Huntington, NY

1.26M
Shares

$55.2 Million
5.39% of portfolio
Cwm, LLC

1.01M
Shares

$44.4 Million
0.21% of portfolio
Wealthcare Advisory Partners LLC West Chester, PA

875K
Shares

$38.4 Million
1.23% of portfolio
Wj Interests, LLC Sugar Land, TX

874K
Shares

$38.4 Million
23.65% of portfolio

About WISDOMTREE TR WISDOMTREE U.S.

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