Assetmark, Inc Wisdomtree Tr U.S Total Divide Transaction History

Assetmark, Inc

$36.4 Billion
Q4 2024

A detailed history of Assetmark, Inc transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Assetmark, Inc holds 8 shares of DTD stock, worth $626. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$626

% of portfolio

0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$75.44 - $80.53 $603 - $644	8 New	8 $0
Q1 2024 May 06, 2024	BUY	$64.49 - $70.72 $2,321 - $2,545	36 New	36 $2,000
Q3 2023 Oct 27, 2023	BUY	$60.13 - $64.29 $3,487 - $3,728	58 Added 483.33%	70 $4,000
Q2 2023 Aug 11, 2023	BUY	$58.74 - $62.09 $704 - $745	12 New	12 $0
Q4 2022 Feb 10, 2023	BUY	$55.0 - $63.6 $751,960 - $869,539	13,672 New	13,672 $829,000
Q4 2020 Feb 10, 2021	SELL	$45.34 - $52.5 $90 - $105	-2 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$44.65 - $49.39 $89 - $98	2 New	2 $0

Others Institutions Holding DTD

# of Institutions

204

Shares Held

8.9M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

2.02M
Shares

$158 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.19M
Shares

$93.2 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

658K
Shares

$51.5 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

359K
Shares

$28.2 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

329K
Shares

$25.8 Million
0.06% of portfolio

View Full List

About WISDOMTREE TR U.S TOTAL DIVIDE

Ticker DTD
Sector ETFs
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