Willner & Heller, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Willner & Heller, LLC

$110 Million
Q4 2024

A detailed history of Willner & Heller, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Willner & Heller, LLC holds 2,643 shares of WTV stock, worth $210,277. This represents 0.2% of its overall portfolio holdings.

Number of Shares

2,643

Holding current value

$210,277

% of portfolio

0.2%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 16, 2025	BUY	$79.95 - $89.42 $211,307 - $236,337	2,643 New	2,643 $220,000

Others Institutions Holding WTV

# of Institutions

121

Shares Held

5.18M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

830K
Shares

$66 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

337K
Shares

$26.8 Million
0.01% of portfolio
Prism Advisors, Inc.

253K
Shares

$20.2 Million
6.45% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

243K
Shares

$19.3 Million
0.03% of portfolio
Legacy Financial Advisors, Inc.

217K
Shares

$17.3 Million
3.54% of portfolio

View Full List

About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
Sector ETFs
Industry ETFs

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Willner & Heller, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History