Wt Wealth Management Sells in Q3 2024

Wt Wealth Management

  • $391 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
-80.8K
- 52.53%
$50.2 - $50.48 $4.06M - $4.08M
73K $3.67M
SFIG
Wisdomtree U.S. Short Term Cor

ETFs
-64K
- 55.94%
$45.17 - $48.75 $2.89M - $3.12M
50.4K $2.45M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-63.5K
- 34.56%
$40.28 - $40.8 $2.56M - $2.59M
120K $4.9M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-113K
- 59.77%
$20.69 - $21.17 $2.34M - $2.39M
76K $1.6M
SJNK
Spdr Bloomberg Short Term High

ETFs
-88.8K
- 68.64%
$24.8 - $25.75 $2.2M - $2.29M
40.6K $1.04M
LOW
Lowes Companies Inc

Consumer Cyclical
-6.11K
- 64.21%
$213.3 - $270.78 $1.3M - $1.65M
3.4K $921K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-21K
- 59.78%
$49.9 - $50.37 $1.05M - $1.06M
14.2K $710K
GOOG
Alphabet Inc.

Communication Services
-1.44K
- 3.52%
$149.54 - $192.66 $215K - $277K
39.5K $6.61M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-15.4K
- 8.96%
$50.52 - $50.95 $779K - $786K
157K $7.97M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-40.6K
- 68.3%
$19.78 - $23.53 $802K - $955K
18.8K $436K
COST
Costco Wholesale Corp

Consumer Defensive
-834
- 22.32%
$801.83 - $917.05 $669K - $765K
2.9K $2.57M
TSLA
Tesla, Inc.

Consumer Cyclical
-6.72K
- 33.26%
$191.76 - $263.26 $1.29M - $1.77M
13.5K $3.53M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-8.88K
- 21.24%
$50.32 - $50.75 $447K - $451K
32.9K $1.67M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-217
- 0.87%
$211.47 - $281.27 $45.9K - $61K
24.6K $6.05M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-7.73K
- 33.99%
$51.58 - $53.79 $399K - $416K
15K $804K
AMZN
Amazon Com Inc

Consumer Cyclical
-305
- 0.71%
$161.02 - $200.0 $49.1K - $61K
42.8K $7.98M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-6.88K
- 44.24%
$44.9 - $47.55 $309K - $327K
8.67K $409K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-5.78K
- 22.83%
$61.47 - $67.36 $355K - $389K
19.5K $1.31M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.91K
- 21.18%
$162.64 - $179.3 $310K - $342K
7.1K $1.27M
MA
Mastercard Inc

Financial Services
-1K
- 15.9%
$429.6 - $500.99 $431K - $502K
5.31K $2.62M
V
Visa Inc.

Financial Services
-1.05K
- 10.05%
$253.74 - $291.56 $267K - $307K
9.43K $2.59M
DIS
Walt Disney CO

Communication Services
-923
- 5.37%
$85.6 - $98.61 $79K - $91K
16.3K $1.56M
MCK
Mckesson Corp

Healthcare
-95
- 10.44%
$479.06 - $630.38 $45.5K - $59.9K
815 $402K
XLC
Select Sector Spdr Tr Communic

ETFs
-1.77K
- 19.7%
$82.16 - $90.4 $146K - $160K
7.23K $653K
META
Meta Platforms, Inc.

Communication Services
-1.09K
- 14.5%
$453.41 - $572.44 $496K - $626K
6.45K $3.69M
HD
Home Depot, Inc.

Consumer Cyclical
-1.49K
- 16.71%
$333.64 - $405.2 $498K - $605K
7.44K $3.01M
LLY
Eli Lilly & CO

Healthcare
-49
- 5.77%
$772.14 - $960.02 $37.8K - $47K
800 $708K
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
-2.07K
- 8.36%
$12.73 - $13.57 $26.4K - $28.1K
22.7K $291K
HYHG
Proshares High Yield Interest

ETFs
-693
- 11.87%
$62.35 - $64.81 $43.2K - $44.9K
5.15K $333K
FDUS
Fidus Investment Corp

Financial Services
-2.28K
- 3.81%
$18.76 - $20.34 $42.8K - $46.4K
57.6K $1.13M
IYW
Ishares Dj Us Tech ETF

ETFs
-261
- 6.91%
$133.16 - $158.73 $34.8K - $41.4K
3.52K $532K
AM
Antero Midstream Corp

Energy
-2.05K
- 13.54%
$13.39 - $15.16 $27.4K - $31.1K
13.1K $196K
XOM
Exxon Mobil Corp

Energy
-134
- 5.22%
$109.72 - $119.0 $14.7K - $15.9K
2.43K $285K
ET
Energy Transfer LP

Energy
-8
- 0.02%
$15.43 - $16.44 $123 - $132
35.8K $574K
CSHI
Shp ETF Tr Neos Enhanced Incom
-134K
- 59.46%
N/A
91.1K $0
Ea Series Trust
-5.41K
- 17.5%
N/A
25.5K $0
Ea Series Trust
-1.04K
- 13.13%
N/A
6.85K $0
IVW
Ishares S&P 500 Growth ETF

ETFs
-170
- 3.28%
$84.77 - $97.13 $14.4K - $16.5K
5.01K $480K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
-1.99K
- 16.46%
$6.26 - $7.76 $12.5K - $15.5K
10.1K $77K
JPM
Jpmorgan Chase & CO

Financial Services
-46
- 2.48%
$194.9 - $224.8 $8.97K - $10.3K
1.81K $381K
AAPL
Apple Inc.

Technology
-4.1K
- 9.31%
$207.23 - $234.82 $850K - $964K
40K $9.31M
CSCO
Cisco Systems, Inc.

Technology
-100
- 1.79%
$44.74 - $53.22 $4.47K - $5.32K
5.49K $292K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-13
- 0.33%
$434.77 - $502.96 $5.65K - $6.54K
3.9K $1.9M
SIVR
Abrdn Silver ETF Trust

ETFs
-358
- 1.54%
$25.48 - $30.77 $9.12K - $11K
22.9K $681K
IVV
Ishares Core S&P 500 ETF

ETFs
-10
- 0.67%
$520.18 - $576.82 $5.2K - $5.77K
1.48K $852K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-433
- 0.82%
$56.04 - $62.99 $24.3K - $27.3K
52.4K $3.2M
WMT
Walmart Inc.

Consumer Defensive
-7.58K
- 14.34%
$66.91 - $81.4 $507K - $617K
45.3K $3.66M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.38K
- 4.29%
$64.57 - $71.76 $88.8K - $98.7K
30.7K $2.2M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-733
- 5.93%
$112.12 - $149.09 $82.2K - $109K
11.6K $1.72M
Activity Summary
Buys All Purchases 66 New Holdings 20 Increased Positions 46 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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