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

Rockefeller Capital Management L.P.

$36.3 Billion
Q3 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

78

Shares Held

2.93M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

557K
Shares

$46.7 Million
0.02% of portfolio
Prism Advisors, Inc.

253K
Shares

$21.2 Million
5.83% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

243K
Shares

$20.4 Million
0.03% of portfolio
Legacy Financial Advisors, Inc.

218K
Shares

$18.3 Million
3.38% of portfolio
Private Wealth Strategies, L.L.C.

186K
Shares

$15.6 Million
2.77% of portfolio

About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
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