Sowell Financial Services LLC Wisdomtree Tr U.S Total Divide Transaction History

Sowell Financial Services LLC

  • $2.1 Billion
  • Q3 2024

A detailed history of Sowell Financial Services LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Sowell Financial Services LLC holds 14,659 shares of DTD stock, worth $1.13 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
14,659
Previous 14,581 0.53%
Holding current value
$1.13 Million
Previous $1.03 Million 8.91%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 04, 2024
BUY
$70.02 - $76.68 $5,461 - $5,981
78 Added 0.53%
14,659 $1.12 Million
Q2 2024

Aug 13, 2024
SELL
$67.07 - $71.45 $52,448 - $55,873
-782 Reduced 5.09%
14,581 $1.03 Million
Q1 2024

May 03, 2024
BUY
$64.49 - $70.72 $990,759 - $1.09 Million
15,363 New
15,363 $1.09 Million
Q1 2022

May 13, 2022
SELL
$61.31 - $65.53 $1.15 Million - $1.23 Million
-18,733 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$59.03 - $64.77 $1.11 Million - $1.21 Million
18,733 New
18,733 $1.21 Million
Q2 2021

Aug 05, 2021
SELL
$56.89 - $59.98 $43,919 - $46,304
-772 Closed
0 $0
Q4 2020

Jan 13, 2021
BUY
$45.34 - $52.5 $15,324 - $17,745
338 Added 77.88%
772 $81,000
Q1 2020

May 12, 2020
BUY
$33.65 - $53.81 $14,604 - $23,353
434 New
434 $34,000
Q4 2018

Mar 05, 2019
SELL
N/A
-49,264 Closed
0 $0
Q3 2018

Nov 13, 2018
BUY
N/A
49,264 New
49,264 $1.7 Million

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 Sowell Financial Services LLC Portfolio

Follow Sowell Financial Services 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 Sowell Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sowell Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email