Trademark Financial Management, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History
Trademark Financial Management, LLC
- $172 Billion
- Q3 2025
A detailed history of Trademark Financial Management, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Trademark Financial Management, LLC holds 3,325 shares of WTV stock, worth $303,605. This represents 0.18% of its overall portfolio holdings.
Number of Shares
3,325Holding current value
$303,605% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding WTV
# of Institutions
168Shares Held
15.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.01MShares$183 Million0.06% of portfolio
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Envestnet Asset Management Inc1.78MShares$163 Million0.05% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ1.21MShares$110 Million0.2% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.14MShares$105 Million0.04% of portfolio
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Smith Anglin Financial, LLC1.11MShares$102 Million13.21% of portfolio