Wharton Business Group, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History
Wharton Business Group, LLC
- $2.23 Billion
- Q3 2024
A detailed history of Wharton Business Group, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Wharton Business Group, LLC holds 4,885 shares of WTV stock, worth $422,405. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,885
Previous 4,885
-0.0%
Holding current value
$422,405
Previous $357,000
9.52%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding WTV
# of Institutions
78Shares Held
2.93MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC557KShares$48.1 Million0.02% of portfolio
-
Prism Advisors, Inc.253KShares$21.9 Million5.83% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL243KShares$21 Million0.03% of portfolio
-
Legacy Financial Advisors, Inc.218KShares$18.8 Million3.38% of portfolio
-
Private Wealth Strategies, L.L.C.186KShares$16.1 Million2.77% of portfolio