Valmark Advisers, Inc. Wisdomtree Tr Wisdomtree U.S. Transaction History

Valmark Advisers, Inc.

  • $7.6 Billion
  • Q3 2025

A detailed history of Valmark Advisers, Inc. transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Valmark Advisers, Inc. holds 14,554 shares of WTV stock, worth $1.33 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
14,554
Previous 15,967 8.85%
Holding current value
$1.33 Million
Previous $1.38 Million 3.99%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$85.93 - $92.12 $121,419 - $130,165
-1,413 Reduced 8.85%
14,554 $1.32 Million
Q2 2025

Jul 23, 2025
SELL
$72.32 - $86.4 $1,735 - $2,073
-24 Reduced 0.15%
15,967 $1.38 Million
Q1 2025

Apr 22, 2025
SELL
$79.96 - $87.71 $22,228 - $24,383
-278 Reduced 1.71%
15,991 $1.31 Million
Q4 2024

Jan 30, 2025
BUY
$79.95 - $89.42 $1.3 Million - $1.45 Million
16,269 New
16,269 $1.36 Million

Others Institutions Holding WTV

# of Institutions
172
Shares Held
15.6M
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 Valmark Advisers, Inc. Portfolio

Follow Valmark Advisers, Inc. 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 Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email