Xy Planning Network, Inc. Wisdomtree Tr Wisdomtree U.S. Transaction History

Xy Planning Network, Inc.

$150 Billion
Q1 2025

A detailed history of Xy Planning Network, Inc. transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Xy Planning Network, Inc. holds 3,517 shares of WTV stock, worth $277,280. This represents 0.19% of its overall portfolio holdings.

Number of Shares

3,517

Holding current value

$277,280

% of portfolio

0.19%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 21, 2025	BUY	$79.96 - $87.71 $281,219 - $308,476	3,517 New	3,517 $289 Million

Others Institutions Holding WTV

# of Institutions

117

Shares Held

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

830K
Shares

$65.4 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

337K
Shares

$26.5 Million
0.01% of portfolio
Prism Advisors, Inc.

268K
Shares

$21.1 Million
6.75% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

243K
Shares

$19.2 Million
0.03% of portfolio
Legacy Financial Advisors, Inc.

217K
Shares

$17.1 Million
3.54% of portfolio

View Full List

About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
Sector ETFs
Industry ETFs

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Xy Planning Network, Inc. Wisdomtree Tr Wisdomtree U.S. Transaction History