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

Pcg Wealth Advisors, LLC

  • $310 Million
  • Q3 2025

A detailed history of Pcg Wealth Advisors, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 10,422 shares of WTV stock, worth $942,565. This represents 0.31% of its overall portfolio holdings.

Number of Shares
10,422
Previous 9,950 4.74%
Holding current value
$942,565
Previous $859,000 10.36%
% of portfolio
0.31%
Previous 0.44%

Shares

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

Nov 13, 2025
BUY
$85.93 - $92.12 $40,558 - $43,480
472 Added 4.74%
10,422 $948,000
Q2 2025

Aug 07, 2025
BUY
$72.32 - $86.4 $65,232 - $77,932
902 Added 9.97%
9,950 $859,000
Q1 2025

May 05, 2025
BUY
$79.96 - $87.71 $723,478 - $793,600
9,048 New
9,048 $743,000

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
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