Alterna Wealth Management, Inc Wisdomtree Tr Us Multifactor F Transaction History

Alterna Wealth Management, Inc

$108 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	SELL	$35.27 - $41.72 $175,009 - $207,014	-4,962 Closed	0 $0
Q1 2022 May 12, 2022	BUY	$38.79 - $42.22 $192,475 - $209,495	4,962 New	4,962 $203,000

Others Institutions Holding USMF

# of Institutions

62

Shares Held

5.26M

Call Options Held

0

Put Options Held

0

High Tower Advisors, LLC Chicago, IL

1.29M
Shares

$65.3 Million
0.09% of portfolio
Private Wealth Strategies, L.L.C.

1.19M
Shares

$60.3 Million
11.04% of portfolio
Great Valley Advisor Group, Inc.

464K
Shares

$23.5 Million
0.59% of portfolio
Team Financial Group, LLC Temecula, CA

368K
Shares

$18.6 Million
10.7% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

306K
Shares

$15.5 Million
0.02% of portfolio

About WISDOMTREE TR US MULTIFACTOR F

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