Sowell Financial Services LLC Wisdomtree, Inc. Transaction History

Sowell Financial Services LLC

  • $2.46 Billion
  • Q3 2025

A detailed history of Sowell Financial Services LLC transactions in Wisdomtree, Inc. stock. As of the latest transaction made, Sowell Financial Services LLC holds 10,838 shares of WT stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,838
Previous 10,414 4.07%
Holding current value
$0
Previous $56,000 5.36%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 17, 2025
BUY
N/A
424 Added 4.07%
10,838 $59,000
Q2 2025

Jul 11, 2025
BUY
N/A
10,414 New
10,414 $56,000
Q4 2020

Jan 13, 2021
SELL
N/A
-217 Closed
0 $0
Q3 2020

Nov 12, 2020
BUY
N/A
217 New
217 $1,000

Others Institutions Holding WT

# of Institutions
1
Shares Held
75
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE, INC.

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  • Ticker WT
More about WT
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