True Wealth Design, LLC Wisdomtree Tr U.S Total Divide Transaction History

True Wealth Design, LLC

$256 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	SELL	$67.07 - $71.45 $26,157 - $27,865	-390 Reduced 1.29%	29,857 $2.11 Billion
Q1 2024 May 14, 2024	SELL	$64.49 - $70.72 $49,463 - $54,242	-767 Reduced 2.47%	30,247 $2.14 Billion
Q4 2023 Feb 14, 2024	SELL	$57.51 - $65.5 $4,313 - $4,912	-75 Reduced 0.24%	31,014 $2.03 Billion
Q3 2023 Nov 13, 2023	SELL	$60.13 - $64.29 $193,798 - $207,206	-3,223 Reduced 9.39%	31,089 $1.87 Billion
Q2 2023 Aug 14, 2023	SELL	$58.74 - $62.09 $24,494 - $25,891	-417 Reduced 1.2%	34,312 $2.13 Billion
Q1 2023 May 12, 2023	SELL	$58.06 - $63.3 $305,569 - $333,147	-5,263 Reduced 13.16%	34,729 $2.1 Billion
Q4 2022 Feb 15, 2023	BUY	$55.0 - $63.6 $2.2 Million - $2.54 Million	39,992 New	39,992 $2.43 Billion

Others Institutions Holding DTD

# of Institutions

195

Shares Held

8.57M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

2.02M
Shares

$154 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.19M
Shares

$90.8 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

658K
Shares

$50.2 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

359K
Shares

$27.4 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

329K
Shares

$25.1 Million
0.06% of portfolio

About WISDOMTREE TR U.S TOTAL DIVIDE

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