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

Vaughan & CO Securities, Inc.

$157 Million
Q2 2024

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

73

Shares Held

2.76M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

497K
Shares

$39.7 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

240K
Shares

$19.2 Million
0.03% of portfolio
Legacy Financial Advisors, Inc.

210K
Shares

$16.8 Million
3.04% of portfolio
Prism Advisors, Inc.

198K
Shares

$15.8 Million
4.4% of portfolio
Private Wealth Strategies, L.L.C.

186K
Shares

$14.9 Million
2.77% of portfolio

About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
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