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

Rfg Advisory, LLC

$3.51 Billion
Q1 2025

A detailed history of Rfg Advisory, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Rfg Advisory, LLC holds 12,090 shares of WTV stock, worth $983,642. This represents 0.03% of its overall portfolio holdings.

Number of Shares

12,090

Holding current value

$983,642

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 09, 2025	BUY	$79.96 - $87.71 $966,716 - $1.06 Million	12,090 New	12,090 $983,000

Others Institutions Holding WTV

# of Institutions

111

Shares Held

4.6M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

830K
Shares

$67.5 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

337K
Shares

$27.4 Million
0.01% of portfolio
Prism Advisors, Inc.

268K
Shares

$21.8 Million
6.75% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

243K
Shares

$19.8 Million
0.03% of portfolio
Legacy Financial Advisors, Inc.

217K
Shares

$17.7 Million
3.54% of portfolio

View Full List

About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
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