Tci Wealth Advisors, Inc. Wisdomtree Tr Transaction History

Tci Wealth Advisors, Inc.

$1.52 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 23, 2019	SELL	N/A	-2,344 Closed	0 $0
Q1 2019 Apr 11, 2019	BUY	N/A	2,344 New	2,344 $94,000

Others Institutions Holding DTH

# of Institutions

115

Shares Held

6.54M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.35M
Shares

$66.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

800K
Shares

$39.5 Million
0.01% of portfolio
Morgan Stanley New York, NY

743K
Shares

$36.6 Million
0.0% of portfolio
Mariner, LLC Overland Park, KS

341K
Shares

$16.8 Million
0.02% of portfolio
Beacon Pointe Advisors, LLC Newport Beach, CA

161K
Shares

$7.95 Million
0.08% of portfolio

About WISDOMTREE TR

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