Independent Advisor Alliance Wisdomtree Tr Transaction History

Independent Advisor Alliance

$7.25 Billion
Q4 2024

A detailed history of Independent Advisor Alliance transactions in Wisdomtree Tr stock. As of the latest transaction made, Independent Advisor Alliance holds 8,537 shares of DTH stock, worth $337,723. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,537

Holding current value

$337,723

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$37.38 - $41.11 $319,113 - $350,956	8,537 New	8,537 $322,000

Others Institutions Holding DTH

# of Institutions

Shares Held

5.65M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

1.38M
Shares

$54.5 Million
0.0% of portfolio
Morgan Stanley New York, NY

649K
Shares

$25.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

585K
Shares

$23.2 Million
0.01% of portfolio
Vertex Planning Partners, LLC Downers Grove, IL

330K
Shares

$13 Million
3.27% of portfolio
Mariner, LLC Overland Park, KS

192K
Shares

$7.58 Million
0.01% of portfolio

View Full List

About WISDOMTREE TR

Ticker DTH
Sector ETFs
Industry ETFs

More about DTH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Advisor Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Independent Advisor Alliance with notifications on news.

Account

Independent Advisor Alliance Wisdomtree Tr Transaction History