Alta Wealth Advisors LLC Wisdomtree Tr U.S Total Divide Transaction History

Alta Wealth Advisors LLC

  • $216 Million
  • Q1 2025

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 7,031 shares of DTD stock, worth $523,387. This represents 0.25% of its overall portfolio holdings.

Number of Shares
7,031
Previous 7,258 3.13%
Holding current value
$523,387
Previous $550,000 1.64%
% of portfolio
0.25%
Previous 0.24%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$74.87 - $79.99 $16,995 - $18,157
-227 Reduced 3.13%
7,031 $541,000
Q4 2024

Jan 23, 2025
SELL
$75.44 - $80.53 $3,017 - $3,221
-40 Reduced 0.55%
7,258 $550,000
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

# of Institutions
212
Shares Held
9.64M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S TOTAL DIVIDE

DTD Quotes by TradingView
  • Ticker DTD
  • Sector ETFs
  • Industry ETFs
More about DTD
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