Financial Advocates Investment Management Wisdomtree Tr Wisdomtree U.S. Transaction History

Financial Advocates Investment Management

$1.71 Billion
Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Financial Advocates Investment Management holds 11,115 shares of WTV stock, worth $961,114. This represents 0.05% of its overall portfolio holdings.

Number of Shares

11,115

Previous 13,282 16.32%

Holding current value

$961,114

Previous $1.06 Million 12.62%

% of portfolio

0.05%

Previous 0.06%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$79.95 - $89.42 $173,251 - $193,773	-2,167 Reduced 16.32%	11,115 $928,000
Q3 2024 Oct 25, 2024	SELL	$71.31 - $80.0 $52,555 - $58,960	-737 Reduced 5.26%	13,282 $1.06 Million
Q2 2024 Jul 26, 2024	SELL	$70.89 - $75.25 $330,205 - $350,514	-4,658 Reduced 24.94%	14,019 $1.02 Million
Q1 2024 May 01, 2024	BUY	$67.26 - $75.6 $1.26 Million - $1.41 Million	18,677 New	18,677 $1.41 Million
Q2 2019 Aug 08, 2019	SELL	N/A	-3,258 Closed	0 $0
Q1 2019 May 16, 2019	BUY	N/A	1 Added 0.03%	3,258 $276,000
Q4 2018 Feb 14, 2019	SELL	N/A	-730 Reduced 18.31%	3,257 $0
Q3 2018 Nov 14, 2018	BUY	N/A	486 Added 13.88%	3,987 $0
Q2 2018 Aug 09, 2018	SELL	N/A	-151 Reduced 4.13%	3,501 $287,000
Q1 2018 May 11, 2018	BUY	N/A	2 Added 0.05%	3,652 $295,000
Q4 2017 Feb 15, 2018	BUY	N/A	3,650	3,650 $301,000

Others Institutions Holding WTV

# of Institutions

103

Shares Held

4.58M

Call Options Held

Put Options Held

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About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
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Financial Advocates Investment Management Wisdomtree Tr Wisdomtree U.S. Transaction History