Alera Investment Advisors, LLC Wisdomtree Tr Transaction History

Alera Investment Advisors, LLC

$734 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 14, 2019	SELL	N/A	-1,236 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	1,236 New	1,236 $46,000

Others Institutions Holding DTH

# of Institutions

83

Shares Held

5.83M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.42M
Shares

$55.5 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

597K
Shares

$23.4 Million
0.01% of portfolio
Morgan Stanley New York, NY

568K
Shares

$22.3 Million
0.0% of portfolio
Vertex Planning Partners, LLC Downers Grove, IL

345K
Shares

$13.5 Million
3.79% of portfolio
Beacon Pointe Advisors, LLC Newport Beach, CA

204K
Shares

$8.01 Million
0.09% of portfolio

About WISDOMTREE TR

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