Weaver Consulting Group Wisdomtree Tr Wisdomtree U.S. Transaction History

Weaver Consulting Group

$287 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 29, 2021	SELL	$41.09 - $49.63 $34,392 - $41,540	-837 Closed	0 $0
Q4 2019 Jan 31, 2020	BUY	$42.19 - $47.83 $35,313 - $40,033	837 New	837 $73,000

Others Institutions Holding WTV

# of Institutions

78

Shares Held

2.93M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

557K
Shares

$46.7 Million
0.02% of portfolio
Prism Advisors, Inc.

253K
Shares

$21.2 Million
5.83% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

243K
Shares

$20.4 Million
0.03% of portfolio
Legacy Financial Advisors, Inc.

218K
Shares

$18.3 Million
3.38% of portfolio
Private Wealth Strategies, L.L.C.

186K
Shares

$15.6 Million
2.77% of portfolio

About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
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