Sound Income Strategies, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Sound Income Strategies, LLC

$1.47 Billion
Q4 2024

A detailed history of Sound Income Strategies, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Sound Income Strategies, LLC holds 598 shares of WTV stock, worth $51,774. This represents 0.0% of its overall portfolio holdings.

Number of Shares

598

Holding current value

$51,774

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 21, 2025	BUY	$79.95 - $89.42 $47,810 - $53,473	598 New	598 $49,000

Others Institutions Holding WTV

# of Institutions

Shares Held

3.33M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

557K
Shares

$48.2 Million
0.02% of portfolio
Horizon Wealth Management, LLC

333K
Shares

$28.8 Million
4.85% of portfolio
Prism Advisors, Inc.

253K
Shares

$21.9 Million
5.83% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

243K
Shares

$21 Million
0.03% of portfolio
Legacy Financial Advisors, Inc.

218K
Shares

$18.8 Million
3.38% of portfolio

View Full List

About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
Sector ETFs
Industry ETFs

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Sound Income Strategies, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History