Institute For Wealth Management, Llc. Wisdomtree Tr U.S Total Divide Transaction History

Institute For Wealth Management, Llc.

  • $781 Million
  • Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 11,242 shares of DTD stock, worth $867,320. This represents 0.11% of its overall portfolio holdings.

Number of Shares
11,242
Previous 11,693 3.86%
Holding current value
$867,320
Previous $828,000 4.11%
% of portfolio
0.11%
Previous 0.11%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$70.02 - $76.68 $31,579 - $34,582
-451 Reduced 3.86%
11,242 $862,000
Q1 2024

Apr 30, 2024
SELL
$64.49 - $70.72 $6,448 - $7,072
-100 Reduced 0.85%
11,693 $826,000
Q4 2023

Jan 31, 2024
SELL
$57.51 - $65.5 $14,032 - $15,982
-244 Reduced 2.03%
11,793 $771,000
Q3 2023

Oct 13, 2023
SELL
$60.13 - $64.29 $19,181 - $20,508
-319 Reduced 2.58%
12,037 $724,000
Q4 2022

Feb 02, 2023
BUY
$55.0 - $63.6 $13,860 - $16,027
252 Added 2.08%
12,356 $749,000
Q3 2022

Oct 18, 2022
BUY
$54.26 - $63.28 $4,015 - $4,682
74 Added 0.62%
12,104 $657,000
Q2 2022

Jul 25, 2022
SELL
$56.16 - $65.68 $4,212 - $4,926
-75 Reduced 0.62%
12,030 $697,000
Q1 2022

Apr 29, 2022
BUY
$61.31 - $65.53 $24,585 - $26,277
401 Added 3.43%
12,105 $781,000
Q4 2021

Jan 21, 2022
BUY
$59.03 - $64.77 $344,558 - $378,062
5,837 Added 99.49%
11,704 $758,000
Q3 2021

Nov 15, 2021
BUY
$58.71 - $61.95 $31,409 - $33,143
535 Added 10.03%
5,867 $689,000
Q2 2020

Jul 30, 2020
SELL
$37.48 - $48.65 $7,495 - $9,730
-200 Reduced 3.62%
5,332 $480,000
Q1 2020

Apr 29, 2020
SELL
$33.65 - $53.81 $23,521 - $37,613
-699 Reduced 11.22%
5,532 $433,000
Q4 2019

Feb 27, 2020
BUY
$48.04 - $52.82 $267,726 - $294,365
5,573 Added 846.96%
6,231 $658,000
Q4 2019

Jan 27, 2020
SELL
$48.04 - $52.82 $267,726 - $294,365
-5,573 Reduced 89.44%
658 $658,000
Q2 2019

Aug 02, 2019
BUY
N/A
120 Added 1.96%
6,231 $605,000
Q1 2019

May 15, 2019
BUY
N/A
470 Added 8.33%
6,111 $578,000
Q4 2018

Feb 08, 2019
BUY
N/A
5,641 New
5,641 $477,000
Q1 2018

May 15, 2018
SELL
N/A
-6,731 Closed
0 $0
Q4 2017

Feb 12, 2018
BUY
N/A
6,731 New
6,731 $629,000
Q3 2017

Nov 14, 2017
SELL
N/A
-5,674 Closed
0 $0
Q2 2017

Aug 14, 2017
BUY
N/A
5,674
5,674 $480,000

Others Institutions Holding DTD

# of Institutions
195
Shares Held
8.57M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S TOTAL DIVIDE

DTD Quotes by TradingView
  • Ticker DTD
  • Sector ETFs
  • Industry ETFs
More about DTD
Track This Portfolio

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email