Certified Advisory Corp Wisdomtree Tr U.S Total Divide Transaction History

Certified Advisory Corp

$910 Million
Q4 2024

A detailed history of Certified Advisory Corp transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Certified Advisory Corp holds 34,156 shares of DTD stock, worth $2.67 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

34,156

Previous 34,030 0.37%

Holding current value

$2.67 Million

Previous $2.61 Million 0.69%

% of portfolio

0.28%

Previous 0.3%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$75.44 - $80.53 $9,505 - $10,146	126 Added 0.37%	34,156 $2.59 Million
Q3 2024 Nov 12, 2024	BUY	$70.02 - $76.68 $7,562 - $8,281	108 Added 0.32%	34,030 $2.61 Million
Q2 2024 Aug 13, 2024	BUY	$67.07 - $71.45 $10,529 - $11,217	157 Added 0.46%	33,922 $2.4 Million
Q1 2024 May 10, 2024	SELL	$64.49 - $70.72 $83,063 - $91,087	-1,288 Reduced 3.67%	33,765 $2.39 Million
Q4 2023 Feb 09, 2024	SELL	$57.51 - $65.5 $21,393 - $24,366	-372 Reduced 1.05%	35,053 $2.29 Million
Q3 2023 Nov 13, 2023	SELL	$60.13 - $64.29 $280,987 - $300,427	-4,673 Reduced 11.65%	35,425 $2.13 Million
Q2 2023 Aug 14, 2023	SELL	$58.74 - $62.09 $32,424 - $34,273	-552 Reduced 1.36%	40,098 $2.49 Million
Q1 2023 May 15, 2023	BUY	$58.06 - $63.3 $86,335 - $94,127	1,487 Added 3.8%	40,650 $2.46 Million
Q4 2022 Feb 14, 2023	BUY	$55.0 - $63.6 $71,775 - $82,998	1,305 Added 3.45%	39,163 $2.38 Million
Q3 2022 Nov 14, 2022	BUY	$54.26 - $63.28 $7,325 - $8,542	135 Added 0.36%	37,858 $2.05 Million
Q2 2022 Aug 15, 2022	BUY	$56.16 - $65.68 $57,564 - $67,322	1,025 Added 2.79%	37,723 $2.19 Million
Q1 2022 May 13, 2022	SELL	$61.31 - $65.53 $30,103 - $32,175	-491 Reduced 1.32%	36,698 $2.37 Million
Q4 2021 Feb 14, 2022	BUY	$59.03 - $64.77 $1.04 Million - $1.14 Million	17,676 Added 90.59%	37,189 $2.41 Million
Q3 2021 Nov 15, 2021	SELL	$58.71 - $61.95 $317,210 - $334,715	-5,403 Reduced 21.68%	19,513 $2.29 Million
Q2 2021 Aug 16, 2021	SELL	$56.89 - $59.98 $17,977 - $18,953	-316 Reduced 1.25%	24,916 $2.95 Million
Q1 2021 May 10, 2021	BUY	$51.81 - $56.75 $373,653 - $409,281	7,212 Added 40.02%	25,232 $2.85 Million
Q2 2020 Jul 27, 2020	BUY	$37.48 - $48.65 $509,952 - $661,931	13,606 Added 308.25%	18,020 $1.62 Million
Q1 2020 Apr 27, 2020	BUY	$33.65 - $53.81 $35,265 - $56,392	1,048 Added 31.13%	4,414 $346,000
Q4 2019 Jan 29, 2020	BUY	$48.04 - $52.82 $384 - $422	8 Added 0.24%	3,366 $355,000
Q3 2019 Nov 12, 2019	SELL	$49.15 - $49.84 $14,695 - $14,902	-299 Reduced 8.18%	3,358 $333,000
Q2 2019 Aug 07, 2019	BUY	N/A	340 Added 10.25%	3,657 $355,000
Q1 2019 May 07, 2019	BUY	N/A	245 Added 7.98%	3,317 $314,000
Q4 2018 Feb 04, 2019	BUY	N/A	2,162 Added 237.58%	3,072 $260,000
Q3 2018 Nov 13, 2018	BUY	N/A	4 Added 0.44%	910 $87,000
Q2 2018 Aug 14, 2018	BUY	N/A	2 Added 0.22%	906 $83,000
Q1 2018 Apr 30, 2018	BUY	N/A	460 Added 103.6%	904 $80,000
Q4 2017 Feb 22, 2018	BUY	N/A	444	444 $41,000

Others Institutions Holding DTD

# of Institutions

199

Shares Held

8.64M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S TOTAL DIVIDE

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Certified Advisory Corp Wisdomtree Tr U.S Total Divide Transaction History