Erts Wealth Advisors, LLC Wisdomtree Tr Transaction History

Erts Wealth Advisors, LLC

$534 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 17, 2023	BUY	$36.15 - $39.0 $917,740 - $990,093	25,387 New	25,387 $937,000

Others Institutions Holding DTH

# of Institutions

80

Shares Held

5.39M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.38M
Shares

$54.2 Million
0.0% of portfolio
Morgan Stanley New York, NY

624K
Shares

$24.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

398K
Shares

$15.7 Million
0.01% of portfolio
Vertex Planning Partners, LLC Downers Grove, IL

326K
Shares

$12.8 Million
3.24% of portfolio
Beacon Pointe Advisors, LLC Newport Beach, CA

199K
Shares

$7.83 Million
0.09% of portfolio

About WISDOMTREE TR

Ticker DTH
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