Ballentine Partners, LLC Wisdomtree Tr U.S Total Divide Transaction History

Ballentine Partners, LLC

  • $7.1 Billion
  • Q3 2025

A detailed history of Ballentine Partners, LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Ballentine Partners, LLC holds 8,640 shares of DTD stock, worth $725,155. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,640
Previous 8,640 -0.0%
Holding current value
$725,155
Previous $687,000 5.53%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Feb 14, 2022
BUY
$59.03 - $64.77 $255,009 - $279,806
4,320 Added 100.0%
8,640 $559,000
Q3 2019

Oct 21, 2019
BUY
$49.15 - $49.84 $212,328 - $215,308
4,320 New
4,320 $428,000
Q1 2019

May 09, 2019
SELL
N/A
-12,000 Closed
0 $0
Q3 2018

Oct 30, 2018
SELL
N/A
-6 Reduced 0.05%
12,000 $1.15 Million
Q2 2018

Jul 19, 2018
BUY
N/A
6 Added 0.05%
12,006 $1.09 Million
Q1 2018

Apr 26, 2018
SELL
N/A
-1,200 Reduced 9.09%
12,000 $1.07 Million
Q3 2017

Nov 06, 2017
BUY
N/A
13,200
13,200 $1.16 Million

Others Institutions Holding DTD

# of Institutions
219
Shares Held
9.13M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S TOTAL DIVIDE

DTD Quotes by TradingView
  • Ticker DTD
  • Sector ETFs
  • Industry ETFs
More about DTD
Track This Portfolio

Track Ballentine Partners, LLC Portfolio

Follow Ballentine Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ballentine Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ballentine Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email