United Advisor Group, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

United Advisor Group, LLC

$476 Million
Q4 2024

A detailed history of United Advisor Group, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, United Advisor Group, LLC holds 2,484 shares of WTV stock, worth $211,860. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,484

Holding current value

$211,860

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 24, 2025	BUY	$79.95 - $89.42 $198,595 - $222,119	2,484 New	2,484 $207,000

Others Institutions Holding WTV

# of Institutions

106

Shares Held

4.84M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

830K
Shares

$70.8 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

337K
Shares

$28.7 Million
0.01% of portfolio
Horizon Wealth Management, LLC

333K
Shares

$28.4 Million
4.85% of portfolio
Prism Advisors, Inc.

268K
Shares

$22.8 Million
6.75% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

243K
Shares

$20.7 Million
0.03% of portfolio

View Full List

About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
Sector ETFs
Industry ETFs

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United Advisor Group, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History