Captrust Financial Advisors Wisdomtree Tr U.S Total Divide Transaction History

Captrust Financial Advisors

$33 Billion
Q3 2024

A detailed history of Captrust Financial Advisors transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Captrust Financial Advisors holds 16,487 shares of DTD stock, worth $1.27 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

16,487

Previous 16,459 0.17%

Holding current value

$1.27 Million

Previous $1.17 Million 8.5%

% of portfolio

0.0%

Previous 0.0%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$70.02 - $76.68 $1,960 - $2,147	28 Added 0.17%	16,487 $1.26 Million
Q2 2024 Aug 14, 2024	BUY	$67.07 - $71.45 $2,012 - $2,143	30 Added 0.18%	16,459 $1.17 Million
Q1 2024 May 15, 2024	SELL	$64.49 - $70.72 $14,510 - $15,912	-225 Reduced 1.35%	16,429 $1.16 Million
Q4 2023 Feb 14, 2024	SELL	$57.51 - $65.5 $553,131 - $629,979	-9,618 Reduced 36.61%	16,654 $1.09 Million
Q3 2023 Nov 14, 2023	BUY	$60.13 - $64.29 $1,924 - $2,057	32 Added 0.12%	26,272 $1.58 Million
Q2 2023 Aug 14, 2023	BUY	$58.74 - $62.09 $1,762 - $1,862	30 Added 0.11%	26,240 $1.63 Million
Q1 2023 May 15, 2023	SELL	$58.06 - $63.3 $16,953 - $18,483	-292 Reduced 1.1%	26,210 $1.59 Million
Q4 2022 Feb 15, 2023	BUY	$55.0 - $63.6 $2,200 - $2,544	40 Added 0.15%	26,502 $1.61 Million
Q3 2022 Nov 16, 2022	BUY	$54.26 - $63.28 $286,709 - $334,371	5,284 Added 24.95%	26,462 $1.44 Million
Q2 2022 Aug 23, 2022	SELL	$56.16 - $65.68 $294,559 - $344,491	-5,245 Reduced 19.85%	21,178 $1.23 Million
Q2 2022 Aug 16, 2022	BUY	$56.16 - $65.68 $552,726 - $646,422	9,842 Added 59.36%	26,423 $1.53 Million
Q1 2022 May 16, 2022	BUY	$61.31 - $65.53 $3,678 - $3,931	60 Added 0.36%	16,581 $1.07 Million
Q4 2021 Feb 14, 2022	BUY	$59.03 - $64.77 $487,587 - $535,000	8,260 Added 99.99%	16,521 $1.07 Million
Q1 2021 May 17, 2021	SELL	$51.81 - $56.75 $1,191 - $1,305	-23 Reduced 0.28%	8,261 $934,000
Q4 2020 Feb 16, 2021	SELL	$45.34 - $52.5 $28,473 - $32,970	-628 Reduced 7.05%	8,284 $869,000
Q3 2020 Nov 17, 2020	BUY	$44.65 - $49.39 $1,294 - $1,432	29 Added 0.33%	8,912 $838,000
Q2 2020 Aug 14, 2020	SELL	$37.48 - $48.65 $91,601 - $118,900	-2,444 Reduced 21.58%	8,883 $800,000
Q1 2020 May 15, 2020	SELL	$33.65 - $53.81 $12,955 - $20,716	-385 Reduced 3.29%	11,327 $849,000
Q4 2019 Feb 14, 2020	BUY	$48.04 - $52.82 $1,825 - $2,007	38 Added 0.33%	11,712 $1.24 Million
Q3 2019 Nov 14, 2019	BUY	$49.15 - $49.84 $196 - $199	4 Added 0.03%	11,674 $1.16 Million
Q2 2019 Aug 13, 2019	BUY	N/A	4 Added 0.03%	11,670 $1.13 Million
Q1 2019 May 15, 2019	BUY	N/A	6,717 Added 135.72%	11,666 $1.1 Million
Q4 2018 Feb 13, 2019	SELL	N/A	-95 Reduced 1.88%	4,949 $419,000
Q3 2018 Nov 15, 2018	SELL	N/A	-148 Reduced 2.85%	5,044 $484,000
Q2 2018 Aug 13, 2018	BUY	N/A	2 Added 0.04%	5,192 $473,000
Q1 2018 May 15, 2018	BUY	N/A	5 Added 0.1%	5,190 $453,000
Q4 2017 Feb 14, 2018	SELL	N/A	-2 Reduced 0.04%	5,185 $482,000
Q3 2017 Feb 16, 2018	BUY	N/A	4 Added 0.08%	5,187 $470,000
Q3 2017 Nov 13, 2017	BUY	N/A	5,183	5,183 $455,000

Others Institutions Holding DTD

# of Institutions

195

Shares Held

8.57M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR U.S TOTAL DIVIDE

Ticker DTD
Sector ETFs
Industry ETFs

More about DTD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.

Account

Captrust Financial Advisors Wisdomtree Tr U.S Total Divide Transaction History