Venturi Wealth Management, LLC Wisdom Tree Investments, Inc. Transaction History
Venturi Wealth Management, LLC
- $1.45 Billion
- Q1 2024
A detailed history of Venturi Wealth Management, LLC transactions in Wisdom Tree Investments, Inc. stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 635 shares of WETF stock, worth $3,467. This represents 0.0% of its overall portfolio holdings.
Number of Shares
635
Previous 480
32.29%
Holding current value
$3,467
Previous $2,000
50.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding WETF
# of Institutions
205Shares Held
110MCall Options Held
27.6KPut Options Held
2.9K-
Black Rock Inc. New York, NY18.2MShares$99.6 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA14.5MShares$79.2 Million0.0% of portfolio
-
Arrow Mark Colorado Holdings LLC Denver, CO10.8MShares$58.8 Million0.73% of portfolio
-
Azora Capital LP Miami, FL8.59MShares$46.9 Million3.52% of portfolio
-
State Street Corp Boston, MA5.21MShares$28.5 Million0.0% 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...