Steward Partners Investment Advisory, LLC Wisdomtree Tr U.S Total Divide Transaction History

Steward Partners Investment Advisory, LLC

  • $11 Billion
  • Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 49,289 shares of DTD stock, worth $3.91 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
49,289
Previous 48,691 1.23%
Holding current value
$3.91 Million
Previous $3.73 Million 0.16%
% of portfolio
0.03%
Previous 0.04%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$75.44 - $80.53 $45,113 - $48,156
598 Added 1.23%
49,289 $3.74 Million
Q3 2024

Nov 14, 2024
BUY
$70.02 - $76.68 $82,133 - $89,945
1,173 Added 2.47%
48,691 $3.73 Million
Q2 2024

Aug 08, 2024
SELL
$67.07 - $71.45 $3,353 - $3,572
-50 Reduced 0.11%
47,518 $3.37 Million
Q1 2024

May 15, 2024
SELL
$64.49 - $70.72 $30,181 - $33,096
-468 Reduced 0.97%
47,568 $3.36 Million
Q4 2023

Feb 12, 2024
BUY
$57.51 - $65.5 $25,879 - $29,475
450 Added 0.95%
48,036 $3.14 Million
Q3 2023

Nov 13, 2023
BUY
$60.13 - $64.29 $11,304 - $12,086
188 Added 0.4%
47,586 $2.86 Million
Q2 2023

Aug 14, 2023
BUY
$58.74 - $62.09 $36,888 - $38,992
628 Added 1.34%
47,398 $2.94 Million
Q1 2023

May 15, 2023
BUY
$58.06 - $63.3 $18,114 - $19,749
312 Added 0.67%
46,770 $2.83 Million
Q4 2022

Feb 15, 2023
SELL
$55.0 - $63.6 $18,700 - $21,624
-340 Reduced 0.73%
46,458 $2.82 Million
Q3 2022

Nov 10, 2022
SELL
$54.26 - $63.28 $42,268 - $49,295
-779 Reduced 1.64%
46,798 $2.54 Million
Q2 2022

Aug 04, 2022
BUY
$56.16 - $65.68 $204,534 - $239,206
3,642 Added 8.29%
47,577 $2.76 Million
Q1 2022

May 02, 2022
BUY
$61.31 - $65.53 $38,625 - $41,283
630 Added 1.45%
43,935 $2.84 Million
Q4 2021

Feb 08, 2022
BUY
$59.03 - $64.77 $1.3 Million - $1.43 Million
22,067 Added 103.9%
43,305 $2.8 Million
Q3 2021

Nov 12, 2021
SELL
$58.71 - $61.95 $43,738 - $46,152
-745 Reduced 3.39%
21,238 $2.49 Million
Q2 2021

Aug 13, 2021
SELL
$56.89 - $59.98 $555,360 - $585,524
-9,762 Reduced 30.75%
21,983 $2.61 Million
Q1 2021

May 14, 2021
BUY
$51.81 - $56.75 $561,983 - $615,567
10,847 Added 51.9%
31,745 $0
Q4 2020

Feb 11, 2021
BUY
$45.34 - $52.5 $43,073 - $49,875
950 Added 4.76%
20,898 $2.19 Million
Q3 2020

Oct 30, 2020
BUY
$44.65 - $49.39 $4,554 - $5,037
102 Added 0.51%
19,948 $1.87 Million
Q2 2020

Aug 06, 2020
BUY
$37.48 - $48.65 $22,787 - $29,579
608 Added 3.16%
19,846 $1.79 Million
Q1 2020

Apr 29, 2020
BUY
$33.65 - $53.81 $21,233 - $33,954
631 Added 3.39%
19,238 $1.51 Million
Q4 2019

Jan 17, 2020
SELL
$48.04 - $52.82 $11,241 - $12,359
-234 Reduced 1.24%
18,607 $1.96 Million
Q3 2019

Oct 30, 2019
SELL
$49.15 - $49.84 $1,769 - $1,794
-36 Reduced 0.19%
18,841 $1.87 Million
Q2 2019

Jul 25, 2019
SELL
N/A
-383 Reduced 1.99%
18,877 $1.83 Million
Q1 2019

Apr 30, 2019
SELL
N/A
-7 Reduced 0.04%
19,260 $1.82 Million
Q4 2018

Jan 15, 2019
BUY
N/A
19,067 Added 9533.5%
19,267 $1.63 Million
Q3 2017

Nov 22, 2017
BUY
N/A
200
200 $17,000

Others Institutions Holding DTD

# of Institutions
207
Shares Held
9.39M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S TOTAL DIVIDE

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