Envestnet Asset Management Inc Wisdomtree Tr Wisdomtree U.S. Transaction History

Envestnet Asset Management Inc

$299 Billion
Q1 2025

A detailed history of Envestnet Asset Management Inc transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Envestnet Asset Management Inc holds 131,256 shares of WTV stock, worth $11.7 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

131,256

Previous 50,084 162.07%

Holding current value

$11.7 Million

Previous $4.19 Million 157.64%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$79.96 - $87.71 $6.49 Million - $7.12 Million	81,172 Added 162.07%	131,256 $10.8 Million
Q4 2024 Feb 12, 2025	SELL	$79.95 - $89.42 $1.02 Million - $1.15 Million	-12,816 Reduced 20.38%	50,084 $4.19 Million
Q3 2024 Nov 06, 2024	SELL	$71.31 - $80.0 $3.43 Million - $3.85 Million	-48,066 Reduced 43.32%	62,900 $5.03 Million
Q2 2024 Aug 08, 2024	SELL	$70.89 - $75.25 $321,060 - $340,807	-4,529 Reduced 3.92%	110,966 $8.1 Million
Q1 2024 May 13, 2024	BUY	$67.26 - $75.6 $7.12 Million - $8.01 Million	105,922 Added 1106.47%	115,495 $8.73 Million
Q4 2023 Feb 13, 2024	BUY	$58.23 - $69.0 $257,376 - $304,980	4,420 Added 85.78%	9,573 $656,000
Q3 2023 Nov 13, 2023	BUY	$61.07 - $65.29 $314,693 - $336,439	5,153 New	5,153 $318,000
Q4 2019 Feb 11, 2020	SELL	$42.19 - $47.83 $130,156 - $147,555	-3,085 Closed	0 $0
Q3 2019 Oct 17, 2019	BUY	$43.39 - $44.27 $133,858 - $136,572	3,085 New	3,085 $270,000
Q3 2017 Nov 13, 2017	SELL	N/A	-1,664 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	1,664	1,664 $120,000

Others Institutions Holding WTV

# of Institutions

155

Shares Held

9.9M

Call Options Held

Put Options Held

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About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
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Envestnet Asset Management Inc Wisdomtree Tr Wisdomtree U.S. Transaction History