626 Financial, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

626 Financial, LLC

$214 Million
Q3 2025

A detailed history of 626 Financial, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, 626 Financial, LLC holds 113,214 shares of WTV stock, worth $10.2 Million. This represents 4.82% of its overall portfolio holdings.

Number of Shares

113,214

Holding current value

$10.2 Million

% of portfolio

4.82%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 07, 2025	BUY	$85.93 - $92.12 $9.73 Million - $10.4 Million	113,214 New	113,214 $10.3 Million

Others Institutions Holding WTV

# of Institutions

191

Shares Held

17.7M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

2.29M
Shares

$208 Million
0.07% of portfolio
Envestnet Asset Management Inc

1.89M
Shares

$171 Million
0.05% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.4M
Shares

$127 Million
0.04% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.24M
Shares

$112 Million
0.17% of portfolio
High Tower Advisors, LLC Chicago, IL

1.16M
Shares

$105 Million
0.12% of portfolio

View Full List

About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
Sector ETFs
Industry ETFs

More about WTV

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626 Financial, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History