Stifel Financial Corp Wisdomtree Tr Wisdomtree U.S. Transaction History

Stifel Financial Corp

$106 Billion
Q3 2025

A detailed history of Stifel Financial Corp transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Stifel Financial Corp holds 305,844 shares of WTV stock, worth $27.7 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

305,844

Previous 177,099 72.7%

Holding current value

$27.7 Million

Previous $15.3 Million 81.91%

% of portfolio

0.03%

Previous 0.02%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$85.93 - $92.12 $11.1 Million - $11.9 Million	128,745 Added 72.7%	305,844 $27.8 Million
Q2 2025 Aug 14, 2025	SELL	$72.32 - $86.4 $10.8 Million - $12.9 Million	-149,709 Reduced 45.81%	177,099 $15.3 Million
Q1 2025 May 13, 2025	BUY	$79.96 - $87.71 $22.6 Million - $24.8 Million	283,110 Added 647.88%	326,808 $26.9 Million
Q4 2024 Feb 13, 2025	SELL	$79.95 - $89.42 $21,346 - $23,875	-267 Reduced 0.61%	43,698 $3.65 Million
Q3 2024 Nov 14, 2024	BUY	$71.31 - $80.0 $160,376 - $179,920	2,249 Added 5.39%	43,965 $3.52 Million

Q2 2024 Aug 13, 2024	SELL	$70.89 - $75.25 $153,973 - $163,443	-2,172 Reduced 4.95%	41,716 $3.04 Million
Q1 2024 May 13, 2024	BUY	$67.26 - $75.6 $36,522 - $41,050	543 Added 1.25%	43,888 $3.32 Million
Q4 2023 Feb 12, 2024	SELL	$58.23 - $69.0 $619,916 - $734,574	-10,646 Reduced 19.72%	43,345 $2.97 Million
Q3 2023 Nov 13, 2023	BUY	$61.07 - $65.29 $46,168 - $49,359	756 Added 1.42%	53,991 $3.34 Million
Q2 2023 Aug 14, 2023	BUY	$56.55 - $62.55 $342,353 - $378,677	6,054 Added 12.83%	53,235 $3.33 Million
Q1 2023 May 12, 2023	BUY	$55.47 - $64.26 $729,541 - $845,147	13,152 Added 38.65%	47,181 $2.77 Million
Q4 2022 Feb 13, 2023	BUY	$52.5 - $60.43 $262 - $302	5 Added 0.01%	34,029 $1.94 Million
Q3 2022 Nov 14, 2022	SELL	$51.04 - $60.66 $102,335 - $121,623	-2,005 Reduced 5.56%	34,024 $1.74 Million
Q2 2022 Aug 15, 2022	BUY	$52.19 - $63.1 $7,724 - $9,338	148 Added 0.41%	36,029 $1.91 Million
Q1 2022 May 13, 2022	BUY	$58.57 - $64.25 $84,809 - $93,034	1,448 Added 4.21%	35,881 $2.21 Million
Q4 2021 Feb 14, 2022	SELL	$59.59 - $63.49 $67,396 - $71,807	-1,131 Reduced 3.18%	34,433 $2.18 Million
Q3 2021 Nov 15, 2021	BUY	$58.05 - $62.42 $2.06 Million - $2.22 Million	35,564 New	35,564 $2.11 Million

Others Institutions Holding WTV

# of Institutions

191

Shares Held

17.7M

Call Options Held

Put Options Held

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About WISDOMTREE TR WISDOMTREE U.S.

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Stifel Financial Corp Wisdomtree Tr Wisdomtree U.S. Transaction History