Signaturefd, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Signaturefd, LLC

$4.91 Billion
Q2 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 26, 2021	SELL	$56.76 - $60.84 $135,769 - $145,529	-2,392 Closed	0 $0
Q4 2020 Feb 11, 2021	SELL	$41.09 - $49.63 $2,629 - $3,176	-64 Reduced 2.61%	2,392 $236,000
Q3 2020 Nov 03, 2020	SELL	$38.64 - $43.66 $888 - $1,004	-23 Reduced 0.93%	2,456 $204,000
Q2 2020 Jul 30, 2020	BUY	$30.66 - $43.35 $6,070 - $8,583	198 Added 8.68%	2,479 $195,000
Q4 2019 Feb 05, 2020	BUY	$42.19 - $47.83 $970 - $1,100	23 Added 1.02%	2,281 $216,000
Q2 2019 Jul 31, 2019	SELL	N/A	-141 Reduced 5.88%	2,258 $196,000
Q4 2018 Feb 13, 2019	SELL	N/A	-45 Reduced 1.84%	2,399 $178,000
Q3 2018 Nov 15, 2018	SELL	N/A	-169 Reduced 6.47%	2,444 $214,000
Q2 2018 Aug 14, 2018	SELL	N/A	-228 Reduced 8.03%	2,613 $216,000
Q2 2017 Aug 14, 2017	BUY	N/A	2,841	2,841 $206,000

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

$38 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

240K
Shares

$18.3 Million
0.03% of portfolio
Legacy Financial Advisors, Inc.

210K
Shares

$16.1 Million
3.04% of portfolio
Prism Advisors, Inc.

198K
Shares

$15.1 Million
4.4% of portfolio
Private Wealth Strategies, L.L.C.

186K
Shares

$14.2 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 Signaturefd, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Signaturefd, LLC with notifications on news.