A detailed history of Alta Wealth Advisors LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 7,298 shares of DTD stock, worth $570,776. This represents 0.26% of its overall portfolio holdings.

Number of Shares
7,298
Previous 7,285 0.18%
Holding current value
$570,776
Previous $515,000 8.54%
% of portfolio
0.26%
Previous 0.26%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$70.02 - $76.68 $910 - $996
13 Added 0.18%
7,298 $559,000
Q2 2024

Jul 24, 2024

SELL
$67.07 - $71.45 $44,400 - $47,299
-662 Reduced 8.33%
7,285 $515,000
Q1 2024

May 01, 2024

SELL
$64.49 - $70.72 $3,998 - $4,384
-62 Reduced 0.77%
7,947 $562,000
Q4 2023

Feb 12, 2024

SELL
$57.51 - $65.5 $138,139 - $157,331
-2,402 Reduced 23.07%
8,009 $523,000
Q3 2023

Oct 19, 2023

SELL
$60.13 - $64.29 $841 - $900
-14 Reduced 0.13%
10,411 $626,000
Q2 2023

Jul 17, 2023

BUY
$58.74 - $62.09 $62,675 - $66,250
1,067 Added 11.4%
10,425 $647,000
Q1 2023

Apr 21, 2023

BUY
$58.06 - $63.3 $110,720 - $120,713
1,907 Added 25.59%
9,358 $567,000
Q4 2022

Jan 20, 2023

BUY
$55.0 - $63.6 $409,805 - $473,883
7,451 New
7,451 $0

Others Institutions Holding DTD

About WISDOMTREE TR U.S TOTAL DIVIDE


  • Ticker DTD
  • Sector ETFs
  • Industry ETFs
More about DTD
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