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

Willner & Heller, LLC

  • $134 Million
  • Q4 2025

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 3,958 shares of WTV stock, worth $357,961. This represents 0.27% of its overall portfolio holdings.

Number of Shares
3,958
Previous 3,059 29.39%
Holding current value
$357,961
Previous $278,000 28.42%
% of portfolio
0.27%
Previous 0.22%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$88.14 - $92.61 $79,237 - $83,256
899 Added 29.39%
3,958 $357,000
Q3 2025

Oct 16, 2025
BUY
$85.93 - $92.12 $20,623 - $22,108
240 Added 8.51%
3,059 $278,000
Q2 2025

Jul 21, 2025
BUY
$72.32 - $86.4 $13,089 - $15,638
181 Added 6.86%
2,819 $243,000
Q1 2025

May 05, 2025
SELL
$79.96 - $87.71 $399 - $438
-5 Reduced 0.19%
2,638 $216,000
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
192
Shares Held
18.1M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR WISDOMTREE U.S.

WTV Quotes by TradingView
  • Ticker WTV
  • Sector ETFs
  • Industry ETFs
More about WTV
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