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

Opal Wealth Advisors, LLC

$315 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 11, 2024	BUY	$64.49 - $70.72 $7,222 - $7,920	112 New	112 $7,000

Others Institutions Holding DTD

# of Institutions

195

Shares Held

8.57M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

2.02M
Shares

$155 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.19M
Shares

$91.6 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

658K
Shares

$50.6 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

359K
Shares

$27.7 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

329K
Shares

$25.3 Million
0.06% of portfolio

About WISDOMTREE TR U.S TOTAL DIVIDE

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