Vest Gen Advisors, LLC Wisdomtree Tr U.S Total Divide Transaction History
Vest Gen Advisors, LLC
- $3 Trillion
- Q3 2025
A detailed history of Vest Gen Advisors, LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 10,253 shares of DTD stock, worth $860,534. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,253
Previous 10,052
2.0%
Holding current value
$860,534
Previous $811 Million
6.17%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding DTD
# of Institutions
220Shares Held
9.14MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.64MShares$138 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.11MShares$93.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC799KShares$67.1 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA382KShares$32.1 Million0.01% of portfolio
-
626 Financial, LLC309KShares$25.9 Million12.13% of portfolio