Integrated Wealth Concepts LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 15,480 shares of WTV stock, worth $1.4 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,480
Previous 8,743 77.06%
Holding current value
$1.4 Million
Previous $755,000 86.49%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$85.93 - $92.12 $578,910 - $620,612
6,737 Added 77.06%
15,480 $1.41 Million
Q2 2025

Aug 14, 2025
SELL
$72.32 - $86.4 $20,755 - $24,796
-287 Reduced 3.18%
8,743 $755,000
Q1 2025

May 15, 2025
BUY
$79.96 - $87.71 $400,039 - $438,813
5,003 Added 124.24%
9,030 $741,000
Q4 2024

Feb 14, 2025
BUY
$79.95 - $89.42 $321,958 - $360,094
4,027 New
4,027 $336,000

Others Institutions Holding WTV

# of Institutions
191
Shares Held
17.7M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR WISDOMTREE U.S.

WTV Quotes by TradingView
  • Ticker WTV
  • Sector ETFs
  • Industry ETFs
More about WTV
Track This Portfolio

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email