Aptus Capital Advisors, LLC Wisdomtree Tr U.S Total Divide Transaction History

Aptus Capital Advisors, LLC

$6.27 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 07, 2020	SELL	$33.65 - $53.81 $48,590 - $77,701	-1,444 Closed	0 $0
Q4 2019 Feb 10, 2020	BUY	$48.04 - $52.82 $69,369 - $76,272	1,444 New	1,444 $152,000

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

$153 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.19M
Shares

$90.1 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

658K
Shares

$49.8 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

359K
Shares

$27.2 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

329K
Shares

$24.9 Million
0.06% of portfolio

About WISDOMTREE TR U.S TOTAL DIVIDE

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