Alera Investment Advisors, LLC Wisdomtree Tr U.S Total Divide Transaction History

Alera Investment Advisors, LLC

$734 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 07, 2019	SELL	N/A	-438 Closed	0 $0
Q1 2019 May 14, 2019	BUY	N/A	438 New	438 $41,000

Others Institutions Holding DTD

# of Institutions

193

Shares Held

8.54M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

2.03M
Shares

$148 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.09M
Shares

$79.5 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

610K
Shares

$44.5 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

373K
Shares

$27.3 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

310K
Shares

$22.7 Million
0.05% of portfolio

About WISDOMTREE TR U.S TOTAL DIVIDE

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