Jfs Wealth Advisors, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Jfs Wealth Advisors, LLC

$1.69 Billion
Q3 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 41 shares of WTV stock, worth $3,708. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$3,708

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 10, 2025	BUY	$85.93 - $92.12 $3,523 - $3,776	41 New	41 $3,000

Others Institutions Holding WTV

# of Institutions

192

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Account

Jfs Wealth Advisors, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History