True Wealth Design, LLC Wisdom Tree Investments, Inc. Transaction History
True Wealth Design, LLC
- $284 Billion
- Q2 2025
A detailed history of True Wealth Design, LLC transactions in Wisdom Tree Investments, Inc. stock. As of the latest transaction made, True Wealth Design, LLC holds 54 shares of WETF stock, worth $294. This represents 0.0% of its overall portfolio holdings.
Number of Shares
54
Previous 37
45.95%
Holding current value
$294
Previous $331,000
87.92%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding WETF
# of Institutions
260Shares Held
130MCall Options Held
105KPut Options Held
24.2K-
Black Rock Inc. New York, NY18.5MShares$101 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA14.7MShares$80.1 Million0.0% of portfolio
-
Azora Capital LP Miami, FL9.07MShares$49.5 Million3.69% of portfolio
-
State Street Corp Boston, MA5.6MShares$30.6 Million0.0% of portfolio
-
Arrow Mark Colorado Holdings LLC Denver, CO4.64MShares$25.3 Million0.46% of portfolio
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...