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

Bison Wealth, LLC

$561 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 04, 2020	SELL	$33.65 - $53.81 $2,893 - $4,627	-86 Closed	0 $0
Q4 2019 Feb 05, 2020	BUY	$48.04 - $52.82 $4,131 - $4,542	86 New	86 $9,000

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

$151 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.19M
Shares

$89.1 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

658K
Shares

$49.3 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

359K
Shares

$26.9 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

329K
Shares

$24.7 Million
0.06% of portfolio

About WISDOMTREE TR U.S TOTAL DIVIDE

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