Wedmont Private Capital Wisdomtree Tr Wisdomtree U.S. Transaction History

Wedmont Private Capital

$1.99 Billion
Q1 2025

A detailed history of Wedmont Private Capital transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Wedmont Private Capital holds 3,073 shares of WTV stock, worth $254,106. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,073

Holding current value

$254,106

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 14, 2025	BUY	$79.96 - $87.71 $245,717 - $269,532	3,073 New	3,073 $250,000

Others Institutions Holding WTV

# of Institutions

143

Shares Held

8.07M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.46M
Shares

$121 Million
0.05% of portfolio
Morgan Stanley New York, NY

728K
Shares

$60.2 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

693K
Shares

$57.3 Million
0.02% of portfolio
Stifel Financial Corp St. Louis, MO

327K
Shares

$27 Million
0.03% of portfolio
Lido Advisors, LLC Los Angeles, CA

323K
Shares

$26.7 Million
0.11% of portfolio

View Full List

About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
Sector ETFs
Industry ETFs

More about WTV

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Wedmont Private Capital Wisdomtree Tr Wisdomtree U.S. Transaction History