Tempus Wealth Planning, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Tempus Wealth Planning, LLC

  • $303 Million
  • Q1 2025

A detailed history of Tempus Wealth Planning, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 4,135 shares of WTV stock, worth $328,980. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,135
Previous 18,135 77.2%
Holding current value
$328,980
Previous $1.52 Million 77.62%
% of portfolio
0.11%
Previous 0.51%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
SELL
$79.96 - $87.71 $1.12 Million - $1.23 Million
-14,000 Reduced 77.2%
4,135 $339,000
Q4 2024

Jan 24, 2025
BUY
$79.95 - $89.42 $1.45 Million - $1.62 Million
18,135 New
18,135 $1.52 Million

Others Institutions Holding WTV

# of Institutions
130
Shares Held
6.06M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR WISDOMTREE U.S.

WTV Quotes by TradingView
  • Ticker WTV
  • Sector ETFs
  • Industry ETFs
More about WTV
Track This Portfolio

Track Tempus Wealth Planning, LLC Portfolio

Follow Tempus Wealth Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tempus Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tempus Wealth Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email