Avantax Advisory Services, Inc. Wisdomtree Tr U.S Total Divide Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 44,392 shares of DTD stock, worth $3.39 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

44,392

Previous 44,962 1.27%

Holding current value

$3.39 Million

Previous $3.18 Million 6.88%

% of portfolio

0.02%

Previous 0.02%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$70.02 - $76.68 $39,911 - $43,707	-570 Reduced 1.27%	44,392 $3.4 Million
Q2 2024 Aug 09, 2024	BUY	$67.07 - $71.45 $175,320 - $186,770	2,614 Added 6.17%	44,962 $3.18 Million
Q1 2024 May 08, 2024	BUY	$64.49 - $70.72 $236,742 - $259,613	3,671 Added 9.49%	42,348 $2.99 Million
Q4 2023 Feb 07, 2024	BUY	$57.51 - $65.5 $622,948 - $709,496	10,832 Added 38.9%	38,677 $2.53 Million
Q3 2023 Nov 07, 2023	BUY	$60.13 - $64.29 $2,946 - $3,150	49 Added 0.18%	27,845 $1.68 Million
Q2 2023 Aug 11, 2023	BUY	$58.74 - $62.09 $12,335 - $13,038	210 Added 0.76%	27,796 $1.73 Million
Q1 2023 Apr 28, 2023	SELL	$58.06 - $63.3 $12,947 - $14,115	-223 Reduced 0.8%	27,586 $1.67 Million
Q4 2022 Feb 13, 2023	SELL	$55.0 - $63.6 $25,300 - $29,256	-460 Reduced 1.63%	27,809 $1.69 Million
Q3 2022 Nov 01, 2022	SELL	$54.26 - $63.28 $3,364 - $3,923	-62 Reduced 0.22%	28,269 $1.53 Million
Q2 2022 Aug 02, 2022	BUY	$56.16 - $65.68 $191,561 - $224,034	3,411 Added 13.69%	28,331 $1.64 Million
Q1 2022 Apr 27, 2022	SELL	$61.31 - $65.53 $34,640 - $37,024	-565 Reduced 2.22%	24,920 $1.61 Million
Q4 2021 Jan 24, 2022	BUY	$59.03 - $64.77 $726,836 - $797,513	12,313 Added 93.48%	25,485 $1.65 Million
Q3 2021 Oct 21, 2021	BUY	$58.71 - $61.95 $4,109 - $4,336	70 Added 0.53%	13,172 $1.55 Million
Q2 2021 Jul 29, 2021	SELL	$56.89 - $59.98 $16,327 - $17,214	-287 Reduced 2.14%	13,102 $1.55 Million
Q1 2021 May 13, 2021	BUY	$51.81 - $56.75 $17,511 - $19,181	338 Added 2.59%	13,389 $1.51 Million
Q4 2020 Jan 22, 2021	SELL	$45.34 - $52.5 $737,953 - $854,490	-16,276 Reduced 55.5%	13,051 $1.37 Million
Q3 2020 Oct 14, 2020	BUY	$44.65 - $49.39 $714,578 - $790,437	16,004 Added 120.12%	29,327 $2.76 Million
Q2 2020 Aug 06, 2020	BUY	$37.48 - $48.65 $82,156 - $106,640	2,192 Added 19.69%	13,323 $1.2 Million
Q1 2020 Apr 30, 2020	BUY	$33.65 - $53.81 $19,517 - $31,209	580 Added 5.5%	11,131 $870,000
Q4 2019 Feb 14, 2020	BUY	$48.04 - $52.82 $506,870 - $557,303	10,551 New	10,551 $1.12 Million

Others Institutions Holding DTD

# of Institutions

195

Shares Held

8.57M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S TOTAL DIVIDE

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Avantax Advisory Services, Inc. Wisdomtree Tr U.S Total Divide Transaction History