Accel Wealth Management Wisdomtree Tr U.S Total Divide Transaction History

Accel Wealth Management

$230 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 18, 2022	BUY	N/A	65 Added 100.0%	130 $8,000
Q3 2021 Nov 04, 2021	BUY	N/A	65 New	65 $8,000

Others Institutions Holding DTD

# of Institutions

194

Shares Held

8.56M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

2.03M
Shares

$144 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.09M
Shares

$77.5 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

610K
Shares

$43.4 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

373K
Shares

$26.6 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

310K
Shares

$22.1 Million
0.05% of portfolio

About WISDOMTREE TR U.S TOTAL DIVIDE

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