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 480 shares of WETF stock, worth $2,620. This represents 0.0% of its overall portfolio holdings.

Number of Shares
480
Previous 480 -0.0%
Holding current value
$2,620
Previous $2,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

SELL
N/A
-155 Reduced 24.41%
480 $2,000
Q1 2024

Apr 23, 2024

BUY
N/A
155 Added 32.29%
635 $3,000
Q1 2023

May 02, 2023

BUY
$5.46 - $5.57 $2,620 - $2,673
480 New
480 $2,000

Others Institutions Holding WETF

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...
More about WETF
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