Capital Advisory Group Advisory Services, LLC Wisdomtree Tr U.S Total Divide Transaction History

Capital Advisory Group Advisory Services, LLC

  • $276 Million
  • Q4 2024

A detailed history of Capital Advisory Group Advisory Services, LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Capital Advisory Group Advisory Services, LLC holds 33,222 shares of DTD stock, worth $2.63 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
33,222
Previous 33,031 0.58%
Holding current value
$2.63 Million
Previous $2.53 Million 0.47%
% of portfolio
0.91%
Previous 1.01%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$75.44 - $80.53 $14,409 - $15,381
191 Added 0.58%
33,222 $2.52 Million
Q3 2024

Oct 15, 2024
SELL
$70.02 - $76.68 $10,923 - $11,962
-156 Reduced 0.47%
33,031 $2.53 Million
Q2 2024

Jul 22, 2024
SELL
$67.07 - $71.45 $70,021 - $74,593
-1,044 Reduced 3.05%
33,187 $2.35 Million
Q1 2024

Apr 18, 2024
BUY
$64.49 - $70.72 $42,047 - $46,109
652 Added 1.94%
34,231 $2.42 Million
Q4 2023

Jan 09, 2024
SELL
$57.51 - $65.5 $40,429 - $46,046
-703 Reduced 2.05%
33,579 $2.2 Million
Q3 2023

Oct 18, 2023
SELL
$60.13 - $64.29 $46,300 - $49,503
-770 Reduced 2.2%
34,282 $2.06 Million
Q2 2023

Jul 13, 2023
BUY
$58.74 - $62.09 $81,061 - $85,684
1,380 Added 4.1%
35,052 $2.18 Million
Q1 2023

Apr 19, 2023
BUY
$58.06 - $63.3 $14,631 - $15,951
252 Added 0.75%
33,672 $2.04 Million
Q4 2022

Feb 14, 2023
SELL
$55.0 - $63.6 $12,925 - $14,946
-235 Reduced 0.7%
33,420 $2.03 Million
Q3 2022

Nov 07, 2022
BUY
$54.26 - $63.28 $42,485 - $49,548
783 Added 2.38%
33,655 $1.83 Million
Q2 2022

Aug 12, 2022
SELL
$56.16 - $65.68 $35,380 - $41,378
-630 Reduced 1.88%
32,872 $1.99 Million
Q1 2022

Apr 29, 2022
BUY
$61.31 - $65.53 $175,223 - $187,284
2,858 Added 9.33%
33,502 $2.16 Million
Q4 2021

Feb 15, 2022
BUY
$59.03 - $64.77 $949,556 - $1.04 Million
16,086 Added 110.5%
30,644 $1.98 Million
Q3 2021

Nov 12, 2021
BUY
$58.71 - $61.95 $220,632 - $232,808
3,758 Added 34.8%
14,558 $1.71 Million
Q2 2021

Nov 12, 2021
BUY
$56.89 - $59.98 $32,996 - $34,788
580 Added 5.68%
10,800 $1.28 Million
Q1 2021

May 14, 2021
BUY
$51.81 - $56.75 $259 - $283
5 Added 0.05%
10,220 $1.16 Million
Q4 2020

Feb 18, 2021
BUY
$45.34 - $52.5 $125,183 - $144,952
2,761 Added 37.04%
10,215 $1.07 Million
Q3 2020

Nov 16, 2020
BUY
$44.65 - $49.39 $2,679 - $2,963
60 Added 0.81%
7,454 $700,000
Q2 2020

Aug 14, 2020
BUY
$37.48 - $48.65 $277,127 - $359,718
7,394 New
7,394 $666,000

Others Institutions Holding DTD

# of Institutions
207
Shares Held
9.39M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S TOTAL DIVIDE

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