York Bridge Wealth Partners, LLC Wisdomtree Tr U.S Total Divide Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2017 Oct 27, 2017	SELL	N/A	-300 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	300	300 $26,000

Others Institutions Holding DTD

# of Institutions

209

Shares Held

9.46M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

2.01M
Shares

$157 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.24M
Shares

$96.6 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

703K
Shares

$54.8 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

375K
Shares

$29.2 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

345K
Shares

$26.9 Million
0.06% of portfolio

About WISDOMTREE TR U.S TOTAL DIVIDE

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