Rockefeller Capital Management L.P. Wisdomtree Tr Wisdomtree U.S. Transaction History

Rockefeller Capital Management L.P.

$34.7 Billion
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 14, 2023	SELL	$56.55 - $62.55 $808,269 - $894,027	-14,293 Reduced 71.18%	5,786 $361,000
Q1 2023 May 17, 2023	SELL	$55.47 - $64.26 $95,408 - $110,527	-1,720 Reduced 7.89%	20,079 $1.18 Million
Q4 2022 Mar 06, 2023	SELL	$52.5 - $60.43 $109,567 - $126,117	-2,087 Reduced 8.74%	21,799 $1.24 Million
Q3 2022 Nov 02, 2022	SELL	$51.04 - $60.66 $292,816 - $348,006	-5,737 Reduced 19.37%	23,886 $1.22 Million
Q2 2022 Aug 12, 2022	SELL	$52.19 - $63.1 $18,997 - $22,968	-364 Reduced 1.21%	29,623 $1.57 Million
Q1 2022 May 13, 2022	SELL	$58.57 - $64.25 $123,875 - $135,888	-2,115 Reduced 6.59%	29,987 $1.85 Million
Q4 2021 Feb 14, 2022	BUY	$59.59 - $63.49 $1.91 Million - $2.04 Million	32,102 New	32,102 $2.03 Million

Others Institutions Holding WTV

# of Institutions

73

Shares Held

2.76M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

497K
Shares

$39.7 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

240K
Shares

$19.2 Million
0.03% of portfolio
Legacy Financial Advisors, Inc.

210K
Shares

$16.8 Million
3.04% of portfolio
Prism Advisors, Inc.

198K
Shares

$15.8 Million
4.4% of portfolio
Private Wealth Strategies, L.L.C.

186K
Shares

$14.9 Million
2.77% of portfolio

About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rockefeller Capital Management L.P., based on Form 13F filings with the SEC.

News

Stay updated on Rockefeller Capital Management L.P. with notifications on news.