Wj Wealth Management, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Wj Wealth Management, LLC

$267 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 12, 2023	BUY	$55.47 - $64.26 $7.08 Million - $8.21 Million	127,723 New	127,723 $7.49 Million

Others Institutions Holding WTV

# of Institutions

78

Shares Held

2.93M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

557K
Shares

$48.1 Million
0.02% 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
Private Wealth Strategies, L.L.C.

186K
Shares

$16.1 Million
2.77% of portfolio

About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
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