United Advisor Group, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

United Advisor Group, LLC

  • $689 Million
  • Q3 2025

A detailed history of United Advisor Group, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, United Advisor Group, LLC holds 11,796 shares of WTV stock, worth $1.07 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
11,796
Previous 6,280 87.83%
Holding current value
$1.07 Million
Previous $542,000 97.97%
% of portfolio
0.16%
Previous 0.1%

Shares

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

Nov 12, 2025
BUY
$85.93 - $92.12 $473,989 - $508,133
5,516 Added 87.83%
11,796 $1.07 Million
Q2 2025

Aug 11, 2025
BUY
$72.32 - $86.4 $118,966 - $142,128
1,645 Added 35.49%
6,280 $542,000
Q1 2025

Apr 21, 2025
BUY
$79.96 - $87.71 $171,993 - $188,664
2,151 Added 86.59%
4,635 $380,000
Q4 2024

Feb 24, 2025
BUY
$79.95 - $89.42 $198,595 - $222,119
2,484 New
2,484 $207,000

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
Track This Portfolio

Track United Advisor Group, LLC Portfolio

Follow United Advisor Group, 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 United Advisor Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Advisor Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email