Amplius Wealth Advisors, LLC Wisdomtree Tr Transaction History

Amplius Wealth Advisors, LLC

$815 Million
Q3 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 5,968 shares of DTH stock, worth $234,960. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,968

Previous 6,529 8.59%

Holding current value

$234,960

Previous $250,000 1.2%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$37.62 - $41.83 $21,104 - $23,466	-561 Reduced 8.59%	5,968 $247,000
Q2 2024 Jul 22, 2024	BUY	$38.08 - $41.21 $21,362 - $23,118	561 Added 9.4%	6,529 $250,000
Q1 2024 Apr 16, 2024	SELL	$37.09 - $39.82 $4,747 - $5,096	-128 Reduced 2.1%	5,968 $236,000
Q4 2023 Jan 10, 2024	SELL	$34.66 - $39.12 $222,239 - $250,837	-6,412 Reduced 51.26%	6,096 $237,000
Q3 2023 Oct 17, 2023	BUY	$35.8 - $38.54 $3,651 - $3,931	102 Added 0.82%	12,508 $452,000
Q2 2023 Jul 26, 2023	BUY	$36.15 - $39.0 $3,361 - $3,627	93 Added 0.76%	12,406 $458,000
Q1 2023 Apr 25, 2023	BUY	$35.99 - $39.12 $5,470 - $5,946	152 Added 1.25%	12,313 $463,000
Q4 2022 Jan 19, 2023	BUY	$30.01 - $36.51 $364,951 - $443,998	12,161 New	12,161 $0

Others Institutions Holding DTH

# of Institutions

Shares Held

5.39M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker DTH
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Amplius Wealth Advisors, LLC Wisdomtree Tr Transaction History