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 $228,830. This represents 0.2% of its overall portfolio holdings.

Number of Shares

2,643

Holding current value

$228,830

% 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

Shares Held

3.26M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

557K
Shares

$48.2 Million
0.02% of portfolio
Horizon Wealth Management, LLC

333K
Shares

$28.8 Million
4.85% of portfolio
Prism Advisors, Inc.

253K
Shares

$21.9 Million
5.83% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

243K
Shares

$21 Million
0.03% of portfolio
Legacy Financial Advisors, Inc.

218K
Shares

$18.8 Million
3.38% of portfolio

View Full List

About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
Sector ETFs
Industry ETFs

More about WTV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Willner & Heller, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Willner & Heller, LLC with notifications on news.

Account

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