Prism Advisors, Inc. Wisdomtree Tr Wisdomtree U.S. Transaction History
Prism Advisors, Inc.
- $332 Million
- Q4 2024
A detailed history of Prism Advisors, Inc. transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Prism Advisors, Inc. holds 267,687 shares of WTV stock, worth $21.8 Million. This represents 6.75% of its overall portfolio holdings.
Number of Shares
267,687
Previous 252,821
5.88%
Holding current value
$21.8 Million
Previous $20.2 Million
10.62%
% of portfolio
6.75%
Previous 5.83%
Shares
4 transactions
Others Institutions Holding WTV
# of Institutions
111Shares Held
4.59MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC830KShares$67.5 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL337KShares$27.4 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL243KShares$19.8 Million0.03% of portfolio
-
Legacy Financial Advisors, Inc.217KShares$17.7 Million3.54% of portfolio
-
Anderson Financial Strategies, LLC Dayton, OH207KShares$16.9 Million10.45% of portfolio