Alta Wealth Advisors LLC Wisdomtree Tr U.S Total Divide Transaction History

Alta Wealth Advisors LLC

$226 Million
Q4 2024

A detailed history of Alta Wealth Advisors LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 7,258 shares of DTD stock, worth $565,688. This represents 0.24% of its overall portfolio holdings.

Number of Shares

7,258

Previous 7,298 0.55%

Holding current value

$565,688

Previous $559,000 1.61%

% of portfolio

0.24%

Previous 0.26%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$75.44 - $80.53 $3,017 - $3,221	-40 Reduced 0.55%	7,258 $550,000
Q3 2024 Oct 18, 2024	BUY	$70.02 - $76.68 $910 - $996	13 Added 0.18%	7,298 $559,000
Q2 2024 Jul 24, 2024	SELL	$67.07 - $71.45 $44,400 - $47,299	-662 Reduced 8.33%	7,285 $515,000
Q1 2024 May 01, 2024	SELL	$64.49 - $70.72 $3,998 - $4,384	-62 Reduced 0.77%	7,947 $562,000
Q4 2023 Feb 12, 2024	SELL	$57.51 - $65.5 $138,139 - $157,331	-2,402 Reduced 23.07%	8,009 $523,000
Q3 2023 Oct 19, 2023	SELL	$60.13 - $64.29 $841 - $900	-14 Reduced 0.13%	10,411 $626,000
Q2 2023 Jul 17, 2023	BUY	$58.74 - $62.09 $62,675 - $66,250	1,067 Added 11.4%	10,425 $647,000
Q1 2023 Apr 21, 2023	BUY	$58.06 - $63.3 $110,720 - $120,713	1,907 Added 25.59%	9,358 $567,000
Q4 2022 Jan 20, 2023	BUY	$55.0 - $63.6 $409,805 - $473,883	7,451 New	7,451 $0

Others Institutions Holding DTD

# of Institutions

209

Shares Held

9.46M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S TOTAL DIVIDE

Ticker DTD
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Alta Wealth Advisors LLC Wisdomtree Tr U.S Total Divide Transaction History