Panoramic Investment Advisors, LLC Wisdomtree Tr U.S Total Divide Transaction History

Panoramic Investment Advisors, LLC

  • $178 Billion
  • Q3 2025

A detailed history of Panoramic Investment Advisors, LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 11,573 shares of DTD stock, worth $971,321. This represents 0.55% of its overall portfolio holdings.

Number of Shares
11,573
Previous 11,572 0.01%
Holding current value
$971,321
Previous $920 Million 5.65%
% of portfolio
0.55%
Previous 0.57%

Shares

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

Oct 24, 2025
BUY
$79.83 - $84.0 $79 - $84
1 Added 0.01%
11,573 $972 Million
Q2 2025

Aug 07, 2025
BUY
$68.45 - $79.52 $12,937 - $15,029
189 Added 1.66%
11,572 $920 Million
Q1 2025

May 06, 2025
BUY
$74.87 - $79.99 $8,011 - $8,558
107 Added 0.95%
11,383 $876 Million
Q4 2024

Jan 24, 2025
BUY
$75.44 - $80.53 $51,902 - $55,404
688 Added 6.5%
11,276 $855 Million
Q3 2024

Oct 31, 2024
BUY
$70.02 - $76.68 $17,014 - $18,633
243 Added 2.35%
10,588 $812 Million
Q1 2024

Apr 18, 2024
SELL
$64.49 - $70.72 $3,353 - $3,677
-52 Reduced 0.5%
10,345 $732 Million
Q4 2023

Jan 23, 2024
BUY
$57.51 - $65.5 $2,990 - $3,406
52 Added 0.5%
10,397 $680 Million
Q3 2023

Nov 15, 2023
BUY
$60.13 - $64.29 $30,425 - $32,530
506 Added 5.14%
10,345 $622 Million
Q4 2022

Mar 01, 2023
BUY
$55.0 - $63.6 $541,145 - $625,760
9,839 New
9,839 $597 Million

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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