Truadvice, LLC Wisdomtree Tr U.S Total Divide Transaction History

Truadvice, LLC

$229 Million
Q3 2023

A detailed history of Truadvice, LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Truadvice, LLC holds 9,046 shares of DTD stock, worth $697,989. This represents 0.24% of its overall portfolio holdings.

Number of Shares

9,046

Holding current value

$697,989

% of portfolio

0.24%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	BUY	$60.13 - $64.29 $543,935 - $581,567	9,046 New	9,046 $544,000
Q3 2021 Nov 09, 2021	SELL	$58.71 - $61.95 $139,847 - $147,564	-2,382 Closed	0 $0
Q2 2021 Jul 28, 2021	BUY	$56.89 - $59.98 $30,663 - $32,329	539 Added 29.25%	2,382 $287,000
Q1 2021 Apr 30, 2021	SELL	$51.81 - $56.75 $1.73 Million - $1.9 Million	-33,456 Reduced 94.78%	1,843 $216,000
Q4 2020 Jan 28, 2021	SELL	$45.34 - $52.5 $117,249 - $135,765	-2,586 Reduced 6.83%	35,299 $3.71 Million
Q3 2020 Oct 22, 2020	BUY	$44.65 - $49.39 $1.69 Million - $1.87 Million	37,885 New	37,885 $3.63 Million

Others Institutions Holding DTD

# of Institutions

211

Shares Held

9.47M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

2.01M
Shares

$155 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.24M
Shares

$95.6 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

703K
Shares

$54.3 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

375K
Shares

$28.9 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

345K
Shares

$26.6 Million
0.06% of portfolio

View Full List

About WISDOMTREE TR U.S TOTAL DIVIDE

Ticker DTD
Sector ETFs
Industry ETFs

More about DTD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Truadvice, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Truadvice, LLC with notifications on news.

Account