My Legacy Advisors, LLC Wisdomtree Tr U.S Total Divide Transaction History

My Legacy Advisors, LLC

$249 Million
Q3 2024

A detailed history of My Legacy Advisors, LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, My Legacy Advisors, LLC holds 10,467 shares of DTD stock, worth $807,529. This represents 0.32% of its overall portfolio holdings.

Number of Shares

10,467

Previous 27,671 62.17%

Holding current value

$807,529

Previous $1.96 Million 59.06%

% of portfolio

0.32%

Previous 0.63%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$70.02 - $76.68 $1.2 Million - $1.32 Million	-17,204 Reduced 62.17%	10,467 $802,000
Q2 2024 Jul 24, 2024	SELL	$67.07 - $71.45 $427,034 - $454,922	-6,367 Reduced 18.71%	27,671 $1.96 Million
Q1 2024 Jul 25, 2024	BUY	$64.49 - $70.72 $182,313 - $199,925	2,827 Added 10.22%	30,498 $2.16 Million
Q4 2023 Jan 12, 2024	SELL	$57.51 - $65.5 $86,495 - $98,512	-1,504 Reduced 4.23%	34,038 $2.23 Million
Q3 2023 Oct 20, 2023	BUY	$60.13 - $64.29 $33,372 - $35,680	555 Added 1.59%	35,542 $2.14 Million
Q2 2023 Jul 14, 2023	BUY	$58.74 - $62.09 $130,226 - $137,653	2,217 Added 6.77%	34,987 $2.17 Million
Q1 2023 Apr 11, 2023	BUY	$58.06 - $63.3 $231,775 - $252,693	3,992 Added 13.87%	32,770 $1.99 Million
Q4 2022 Feb 07, 2023	SELL	$55.0 - $63.6 $275,990 - $319,144	-5,018 Reduced 14.85%	28,778 $1.75 Million
Q3 2022 Oct 17, 2022	BUY	$54.26 - $63.28 $349,542 - $407,649	6,442 Added 23.55%	33,796 $1.88 Million
Q2 2022 Jul 12, 2022	BUY	$56.16 - $65.68 $1.03 Million - $1.2 Million	18,298 Added 202.05%	27,354 $1.6 Million
Q1 2022 Apr 07, 2022	BUY	$61.31 - $65.53 $555,223 - $593,439	9,056 New	9,056 $585,000

Others Institutions Holding DTD

# of Institutions

195

Shares Held

8.57M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S TOTAL DIVIDE

Ticker DTD
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My Legacy Advisors, LLC Wisdomtree Tr U.S Total Divide Transaction History