Optima Capital LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Optima Capital LLC

$231 Billion
Q4 2025

A detailed history of Optima Capital LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Optima Capital LLC holds 37,994 shares of WTV stock, worth $3.44 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares

37,994

Previous 55,354 31.36%

Holding current value

$3.44 Million

Previous $5.04 Billion 29.63%

% of portfolio

1.54%

Previous 2.44%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	SELL	$88.14 - $92.61 $1.53 Million - $1.61 Million	-17,360 Reduced 31.36%	37,994 $3.54 Billion
Q3 2025 Oct 27, 2025	SELL	$85.93 - $92.12 $1.31 Million - $1.41 Million	-15,280 Reduced 21.63%	55,354 $5.04 Billion
Q2 2025 Jul 14, 2025	BUY	$72.32 - $86.4 $535,240 - $639,446	7,401 Added 11.7%	70,634 $6.1 Billion
Q1 2025 Jun 12, 2025	BUY	$79.96 - $87.71 $4.53 Million - $4.97 Million	56,619 Added 856.05%	63,233 $5.2 Billion
Q4 2024 Jun 12, 2025	BUY	$79.95 - $89.42 $528,789 - $591,423	6,614 New	6,614 $553 Million

Others Institutions Holding WTV

# of Institutions

196

Shares Held

18.1M

Call Options Held

Put Options Held

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 Optima Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on Optima Capital LLC with notifications on news.

Account

Optima Capital LLC Wisdomtree Tr Wisdomtree U.S. Transaction History