Calton & Associates, Inc. Wisdomtree Tr U.S Total Divide Transaction History

Calton & Associates, Inc.

$211 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 Apr 17, 2018	SELL	N/A	-350 Closed	0 $0
Q4 2017 Feb 05, 2018	BUY	N/A	350	350 $33,000

Others Institutions Holding DTD

# of Institutions

211

Shares Held

9.52M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

2.01M
Shares

$149 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.24M
Shares

$92.1 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

703K
Shares

$52.3 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

375K
Shares

$27.9 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

345K
Shares

$25.6 Million
0.06% of portfolio

About WISDOMTREE TR U.S TOTAL DIVIDE

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