Erts Wealth Advisors, LLC Wisdomtree Tr Transaction History

Erts Wealth Advisors, LLC

$534 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 17, 2023	BUY	$36.15 - $39.0 $917,740 - $990,093	25,387 New	25,387 $937,000

Others Institutions Holding DTH

# of Institutions

81

Shares Held

5.47M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.38M
Shares

$51.7 Million
0.0% of portfolio
Morgan Stanley New York, NY

649K
Shares

$24.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

585K
Shares

$22 Million
0.01% of portfolio
Vertex Planning Partners, LLC Downers Grove, IL

330K
Shares

$12.4 Million
3.27% of portfolio
Mariner, LLC Overland Park, KS

192K
Shares

$7.2 Million
0.01% of portfolio

About WISDOMTREE TR

Ticker DTH
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