Jfs Wealth Advisors, LLC Wisdomtree Tr U.S Total Divide Transaction History

Jfs Wealth Advisors, LLC

$1.69 Billion
Q3 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 12,371 shares of DTD stock, worth $1.04 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

12,371

Previous 12,363 0.06%

Holding current value

$1.04 Million

Previous $983,000 5.7%

% of portfolio

0.06%

Previous 0.06%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$79.83 - $84.0 $638 - $672	8 Added 0.06%	12,371 $1.04 Million
Q2 2025 Jul 24, 2025	SELL	$68.45 - $79.52 $139,980 - $162,618	-2,045 Reduced 14.19%	12,363 $983,000
Q1 2025 Apr 22, 2025	BUY	$74.87 - $79.99 $524 - $559	7 Added 0.05%	14,408 $1.11 Million
Q4 2024 Jan 30, 2025	SELL	$75.44 - $80.53 $135,037 - $144,148	-1,790 Reduced 11.06%	14,401 $1.09 Million
Q3 2024 Oct 25, 2024	SELL	$70.02 - $76.68 $8,682 - $9,508	-124 Reduced 0.76%	16,191 $1.24 Million

Q2 2024 Jul 15, 2024	BUY	$67.07 - $71.45 $603 - $643	9 Added 0.06%	16,315 $1.16 Million
Q1 2024 Apr 30, 2024	BUY	$64.49 - $70.72 $515 - $565	8 Added 0.05%	16,306 $1.15 Million
Q4 2023 Feb 07, 2024	SELL	$57.51 - $65.5 $5,520 - $6,288	-96 Reduced 0.59%	16,298 $1.07 Million
Q3 2023 Nov 02, 2023	SELL	$60.13 - $64.29 $46,420 - $49,631	-772 Reduced 4.5%	16,394 $986,000
Q2 2023 Aug 07, 2023	SELL	$58.74 - $62.09 $2,349 - $2,483	-40 Reduced 0.23%	17,166 $1.07 Million
Q1 2023 Apr 19, 2023	SELL	$58.06 - $63.3 $2,380 - $2,595	-41 Reduced 0.24%	17,206 $1.04 Million
Q4 2022 Feb 13, 2023	SELL	$55.0 - $63.6 $36,575 - $42,294	-665 Reduced 3.71%	17,247 $1.05 Million
Q3 2022 Oct 21, 2022	SELL	$54.26 - $63.28 $48,508 - $56,572	-894 Reduced 4.75%	17,912 $972,000
Q2 2022 Aug 02, 2022	SELL	$56.16 - $65.68 $38,469 - $44,990	-685 Reduced 3.51%	18,806 $1.09 Million
Q1 2022 May 02, 2022	SELL	$61.31 - $65.53 $33,352 - $35,648	-544 Reduced 2.72%	19,491 $1.26 Million
Q4 2021 Feb 03, 2022	BUY	$59.03 - $64.77 $572,472 - $628,139	9,698 Added 93.82%	20,035 $1.3 Million
Q3 2021 Nov 09, 2021	SELL	$58.71 - $61.95 $13,562 - $14,310	-231 Reduced 2.19%	10,337 $1.21 Million
Q2 2021 Aug 04, 2021	SELL	$56.89 - $59.98 $17,579 - $18,533	-309 Reduced 2.84%	10,568 $1.25 Million
Q1 2021 Apr 28, 2021	SELL	$51.81 - $56.75 $37,717 - $41,314	-728 Reduced 6.27%	10,877 $1.23 Million
Q4 2020 Feb 01, 2021	BUY	$45.34 - $52.5 $14,010 - $16,222	309 Added 2.74%	11,605 $1.22 Million
Q3 2020 Oct 28, 2020	BUY	$44.65 - $49.39 $535 - $592	12 Added 0.11%	11,296 $1.06 Million
Q2 2020 Aug 05, 2020	BUY	$37.48 - $48.65 $524 - $681	14 Added 0.12%	11,284 $1.02 Million
Q1 2020 Apr 29, 2020	SELL	$33.65 - $53.81 $2,019 - $3,228	-60 Reduced 0.53%	11,270 $883,000
Q4 2019 Feb 03, 2020	SELL	$48.04 - $52.82 $1,537 - $1,690	-32 Reduced 0.28%	11,330 $1.2 Million
Q3 2019 Oct 31, 2019	SELL	$49.15 - $49.84 $2,604 - $2,641	-53 Reduced 0.46%	11,362 $1.13 Million
Q2 2019 Aug 06, 2019	SELL	N/A	-76 Reduced 0.66%	11,415 $1.11 Million
Q1 2019 Apr 23, 2019	BUY	N/A	7 Added 0.06%	11,491 $1.09 Million
Q4 2018 Jan 28, 2019	SELL	N/A	-19 Reduced 0.17%	11,484 $972,000
Q3 2018 Nov 09, 2018	SELL	N/A	-146 Reduced 1.25%	11,503 $1.11 Million
Q2 2018 Jul 26, 2018	SELL	N/A	-317 Reduced 2.65%	11,649 $1.06 Million
Q1 2018 Apr 26, 2018	SELL	N/A	-1,914 Reduced 13.79%	11,966 $1.07 Million
Q4 2017 Jan 31, 2018	SELL	N/A	-2,857 Reduced 17.07%	13,880 $1.29 Million
Q3 2017 Oct 20, 2017	BUY	N/A	16,737	16,737 $1.47 Million

Others Institutions Holding DTD

# of Institutions

220

Shares Held

9.14M

Call Options Held

Put Options Held

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Jfs Wealth Advisors, LLC Wisdomtree Tr U.S Total Divide Transaction History