Patriot Financial Group Insurance Agency, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Patriot Financial Group Insurance Agency, LLC

  • $704 Million
  • Q4 2024

A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 3,309 shares of WTV stock, worth $281,000. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,309
Previous 3,308 0.03%
Holding current value
$281,000
Previous $264,000 4.55%
% of portfolio
0.04%
Previous 0.04%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$79.95 - $89.42 $79 - $89
1 Added 0.03%
3,309 $276,000
Q3 2024

Oct 24, 2024
BUY
$71.31 - $80.0 $23,888 - $26,800
335 Added 11.27%
3,308 $264,000
Q2 2024

Jul 26, 2024
SELL
$70.89 - $75.25 $8,365 - $8,879
-118 Reduced 3.82%
2,973 $216,000
Q1 2024

Apr 30, 2024
BUY
$67.26 - $75.6 $134 - $151
2 Added 0.06%
3,091 $233,000
Q4 2023

Jan 19, 2024
BUY
$58.23 - $69.0 $179,872 - $213,141
3,089 New
3,089 $211,000
Q2 2022

Jul 29, 2022
BUY
$52.19 - $63.1 $11,481 - $13,882
220 Added 7.28%
3,243 $172,000
Q1 2022

May 11, 2022
BUY
$58.57 - $64.25 $8,961 - $9,830
153 Added 5.33%
3,023 $186,000
Q4 2021

Jan 10, 2022
SELL
$59.59 - $63.49 $4,886 - $5,206
-82 Reduced 2.78%
2,870 $182,000
Q3 2021

Nov 24, 2021
SELL
$58.05 - $62.42 $18,343 - $19,724
-316 Reduced 9.67%
2,952 $175,000
Q2 2021

Jul 30, 2021
BUY
$56.76 - $60.84 $92,745 - $99,412
1,634 Added 100.0%
3,268 $195,000
Q1 2021

Apr 29, 2021
SELL
$48.88 - $57.14 $15,641 - $18,284
-320 Reduced 16.38%
1,634 $184,000
Q4 2020

Jan 15, 2021
SELL
$41.09 - $49.63 $8,053 - $9,727
-196 Reduced 9.12%
1,954 $193,000
Q3 2020

Oct 21, 2020
SELL
$38.64 - $43.66 $10,819 - $12,224
-280 Reduced 11.52%
2,150 $178,000
Q2 2020

Jul 10, 2020
SELL
$30.66 - $43.35 $34,615 - $48,942
-1,129 Reduced 31.72%
2,430 $191,000
Q1 2020

Apr 15, 2020
SELL
$27.81 - $48.1 $8,760 - $15,151
-315 Reduced 8.13%
3,559 $230,000
Q4 2019

Jan 22, 2020
BUY
$42.19 - $47.83 $88,894 - $100,777
2,107 Added 119.24%
3,874 $367,000
Q3 2019

Oct 25, 2019
BUY
$43.39 - $44.27 $74,066 - $75,568
1,707 Added 2845.0%
1,767 $154,000
Q2 2019

Aug 07, 2019
BUY
N/A
60 New
60 $5,000

Others Institutions Holding WTV

# of Institutions
107
Shares Held
4.84M
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 Patriot Financial Group Insurance Agency, LLC Portfolio

Follow Patriot Financial Group Insurance Agency, 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 Patriot Financial Group Insurance Agency, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patriot Financial Group Insurance Agency, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email