Integrated Wealth Concepts LLC Wisdomtree Tr U.S Total Divide Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 4,554 shares of DTD stock, worth $382,217. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,554
Previous 5,402 15.7%
Holding current value
$382,217
Previous $429,000 10.96%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$79.83 - $84.0 $67,695 - $71,232
-848 Reduced 15.7%
4,554 $382,000
Q2 2025

Aug 14, 2025
SELL
$68.45 - $79.52 $8,898 - $10,337
-130 Reduced 2.35%
5,402 $429,000
Q1 2025

May 15, 2025
SELL
$74.87 - $79.99 $13,626 - $14,558
-182 Reduced 3.19%
5,532 $425,000
Q4 2024

Feb 14, 2025
SELL
$75.44 - $80.53 $3,168 - $3,382
-42 Reduced 0.73%
5,714 $433,000
Q3 2024

Nov 14, 2024
BUY
$70.02 - $76.68 $25,557 - $27,988
365 Added 6.77%
5,756 $441,000
Q2 2024

Aug 14, 2024
SELL
$67.07 - $71.45 $6,371 - $6,787
-95 Reduced 1.73%
5,391 $381,000
Q1 2024

May 15, 2024
SELL
$64.49 - $70.72 $5,933 - $6,506
-92 Reduced 1.65%
5,486 $387,000
Q4 2023

Feb 13, 2024
SELL
$57.51 - $65.5 $39,164 - $44,605
-681 Reduced 10.88%
5,578 $364,000
Q3 2023

Nov 15, 2023
SELL
$60.13 - $64.29 $4,870 - $5,207
-81 Reduced 1.28%
6,259 $376,000
Q2 2023

Aug 15, 2023
BUY
$58.74 - $62.09 $43,820 - $46,319
746 Added 13.34%
6,340 $393,000
Q1 2023

May 03, 2023
BUY
$58.06 - $63.3 $324,787 - $354,100
5,594 New
5,594 $339,000

Others Institutions Holding DTD

# of Institutions
220
Shares Held
9.14M
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
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