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

Capital Advisory Group Advisory Services, LLC

$330 Million
Q4 2025

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 32,971 shares of DTD stock, worth $2.77 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

32,971

Previous 32,929 0.13%

Holding current value

$2.77 Million

Previous $2.77 Million 0.04%

% of portfolio

0.84%

Previous 0.88%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	BUY	$82.16 - $84.87 $3,450 - $3,564	42 Added 0.13%	32,971 $2.77 Million
Q3 2025 Oct 29, 2025	BUY	$79.83 - $84.0 $106,892 - $112,476	1,339 Added 4.24%	32,929 $2.77 Million
Q2 2025 Jul 10, 2025	SELL	$68.45 - $79.52 $97,404 - $113,156	-1,423 Reduced 4.31%	31,590 $2.51 Million
Q1 2025 Apr 15, 2025	SELL	$74.87 - $79.99 $15,647 - $16,717	-209 Reduced 0.63%	33,013 $2.52 Million
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

219

Shares Held

9.13M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S TOTAL DIVIDE

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