A detailed history of Sowell Financial Services LLC transactions in Wisdom Tree Investments, Inc. stock. As of the latest transaction made, Sowell Financial Services LLC holds 10,414 shares of WETF stock, worth $56,860. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,414
Holding current value
$56,860
% of portfolio
0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025

BUY
N/A
10,414 New
10,414 $56,000
Q4 2020

Jan 13, 2021

SELL
$3.25 - $5.51 $705 - $1,195
-217 Closed
0 $0
Q3 2020

Nov 12, 2020

BUY
$3.09 - $4.29 $670 - $930
217 New
217 $1,000

Others Institutions Holding WETF

About WisdomTree Investments, Inc.


  • Ticker WETF
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 146,584,992
  • Market Cap $800M
  • Description
  • WisdomTree Investments, Inc., through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager. It offers ETFs in equities, currency, fixed income, and alternatives asset classes. The company also licenses its indexes to third parties for proprietary products, as well as offers a platform to promote the use of Wisd...
More about WETF
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