Vaughan & CO Securities, Inc. Wisdomtree Tr Wisdomtree U.S. Transaction History

Vaughan & CO Securities, Inc.

$160 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 May 10, 2021	SELL	$30.66 - $43.35 $6,132 - $8,670	-200 Closed	0 $0
Q4 2019 Feb 04, 2020	BUY	$42.19 - $47.83 $8,438 - $9,566	200 New	200 $0

Others Institutions Holding WTV

# of Institutions

125

Shares Held

5.31M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

830K
Shares

$66 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

337K
Shares

$26.8 Million
0.01% of portfolio
Prism Advisors, Inc.

253K
Shares

$20.2 Million
6.45% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

243K
Shares

$19.3 Million
0.03% of portfolio
Legacy Financial Advisors, Inc.

217K
Shares

$17.3 Million
3.54% of portfolio

About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
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