Creative Planning Wisdomtree Tr U.S Total Divide Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Creative Planning holds 36,653 shares of DTD stock, worth $2.82 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

36,653

Previous 36,287 1.01%

Holding current value

$2.82 Million

Previous $2.57 Million 9.34%

% of portfolio

0.0%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$70.02 - $76.68 $25,627 - $28,064	366 Added 1.01%	36,653 $2.81 Million
Q2 2024 Aug 15, 2024	BUY	$67.07 - $71.45 $67 - $71	1 Added 0.0%	36,287 $2.57 Million
Q4 2023 Feb 14, 2024	BUY	$57.51 - $65.5 $48,595 - $55,347	845 Added 2.38%	36,286 $2.37 Million
Q3 2023 Nov 16, 2023	SELL	$60.13 - $64.29 $240 - $257	-4 Reduced 0.01%	35,441 $2.13 Million
Q2 2023 Jul 21, 2023	SELL	$58.74 - $62.09 $13,921 - $14,715	-237 Reduced 0.66%	35,445 $2.2 Million
Q1 2023 May 15, 2023	SELL	$58.06 - $63.3 $7,721 - $8,418	-133 Reduced 0.37%	35,682 $2.16 Million
Q4 2022 Feb 10, 2023	BUY	$55.0 - $63.6 $88,605 - $102,459	1,611 Added 4.71%	35,815 $2.17 Million
Q3 2022 Nov 03, 2022	SELL	$54.26 - $63.28 $90,342 - $105,361	-1,665 Reduced 4.64%	34,204 $1.86 Million
Q2 2022 Aug 15, 2022	SELL	$56.16 - $65.68 $1.02 Million - $1.19 Million	-18,118 Reduced 33.56%	35,869 $2.08 Million
Q1 2022 May 16, 2022	BUY	$61.31 - $65.53 $3,862 - $4,128	63 Added 0.12%	53,987 $3.49 Million
Q4 2021 Feb 11, 2022	BUY	$59.03 - $64.77 $1.59 Million - $1.74 Million	26,900 Added 99.54%	53,924 $3.49 Million
Q3 2021 Nov 10, 2021	BUY	$58.71 - $61.95 $493,868 - $521,123	8,412 Added 45.2%	27,024 $3.17 Million
Q2 2021 Aug 04, 2021	SELL	$56.89 - $59.98 $415,581 - $438,153	-7,305 Reduced 28.19%	18,612 $2.21 Million
Q1 2021 Apr 30, 2021	SELL	$51.81 - $56.75 $107,143 - $117,359	-2,068 Reduced 7.39%	25,917 $2.93 Million
Q4 2020 Jan 29, 2021	SELL	$45.34 - $52.5 $20,539 - $23,782	-453 Reduced 1.59%	27,985 $2.93 Million
Q3 2020 Nov 05, 2020	SELL	$44.65 - $49.39 $295,583 - $326,961	-6,620 Reduced 18.88%	28,438 $2.67 Million
Q2 2020 Jul 23, 2020	BUY	$37.48 - $48.65 $163,487 - $212,211	4,362 Added 14.21%	35,058 $3.16 Million
Q1 2020 May 05, 2020	BUY	$33.65 - $53.81 $954,684 - $1.53 Million	28,371 Added 1220.26%	30,696 $2.4 Million
Q4 2019 Jan 30, 2020	BUY	$48.04 - $52.82 $111,693 - $122,806	2,325 New	2,325 $245,000

Others Institutions Holding DTD

# of Institutions

190

Shares Held

8.53M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S TOTAL DIVIDE

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Creative Planning Wisdomtree Tr U.S Total Divide Transaction History